Archive - Stock Picker's Journey

February 2025

What Am I Looking For? + Fin Tech

Maybe I should have started with this post.

Feb 25 •

Let’s look are all the companies that have already missed in the quarter.

Feb 17 •

What I Became Your Treasury Secretary?

Having me become the Treasury Secretary should be a very scary thought, but perhaps it has already happened.

Feb 16 •

Up and to the Right + LPX !?!?

Let’s take a look at Louisiana Pacific - LPX - $112 (all-time high $120) .

Feb 15 •

Bottom Quintile

Let’s look at the bottom 20% of stocks based on price/book.

Feb 14 •

Aristotle - AWK, STZ, and GNTX !?!?

Today’s subject will be Greek philosophy.

Feb 13 •

I know you yield whores are out there.

Feb 12 •

Even More Cyclicals

Let’s leave no cyclical “stone” unturned.

Feb 11 •

Quarters - Much To Do About Nothing

We are about halfway through earnings season.

Feb 10 •

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