The graph shows my base (the cash I have for investment) after all living expenses and is updated monthly. It reflects the deduction of eighteen months' worth of rent set aside, as well as any credit card debt. These deductions provide a more accurate representation of my true base after all living expenses. It does not, however, include capital gains tax I may owe, which will be deducted at the end of each year. My goals are to consistently grow this figure on an annual basis, maintain zero or near-zero debt, improve the consistency of my investing/trading habits and execution, and take full advantage of compounding over time.

This Weekly Update: Friday, November 14

Changes this week: Trimmed HROW and added to FIP, DLO, and GLSI.

Action this week: HROW reported strong earnings, market doesn’t yet grasp the growth that will happen next year. DLO dropped on earnings and market overreaction. VLTLF signed their first off-take agreement and shot higher on Friday.

Number of holdings: still the same 8

Unrealized Gains/Losses today: DLO -3.8%; VLTLF +88.4%; FIP -11.15%; MDNAF -0.52%; HROW +15.69%; OCUL -8.5%; GOSS +0.85%; GLSI -26.93%

Next Update: Friday, November 21

On mobile devices the best view of the table below is likely horizontal orientation.

Ticker Company Reason I'm Buying
DLO DLocal Ltd. Long-term holder and have traded DLO twice this year profitably. DLocal is the undisputed in cross border payments, particularly in emerging markets. They're growing and have a long runway. This is one of the lowest risk investments in the market, in my opinion. Solid management executing flawlessly and consistently. Integrations and major partnerships are announced on a rolling basis.
HROW Harrow Inc. New position, looking to be a long-term holder. Harrow is undervalued as an upcoming fastest growing ophthalmology company. They have the infrastructure, leadership, and execution to warrant a higher quarter over quarter growth rate than the market gives them credit for right now. A growth rate that should last for the next 6-8 quarters and beyond.
VLTLF LiberyStream Infrastructure Long-term holder. Previously Volt Lithium, LibertyStream is able to extract lithium from oil field brine, a waste product of oil drilling. This provides the opportunity for a second stream of income for oil companies and water treatment companies focused on extracting valuable resources from oilfield brine like LiberyStream's partner Wellspring Hydro. It also serves as a domestic supply of lithium for the US. The company has just recently completed the purchase of a small $2.5M chemistry set to convert their lithium chloride eluate to lithium carbonate, the finished product for the end user's requirements. We are waiting on JV announcement most likely with an oil company. The nearest competitor to VLTLF will require $1.5B and some years to construct their prototype whereas VLTLF is able to get going for just $50M and scale. JV announcement could be imminent.
MDNAF Medicenna Therapeutics Inc. Long-term holder and have traded profitably once before. Medicenna is in Phase 1/2 for their engineered IL2 in multiple cancer types both as a monotherapy and in combination with Keytruda. They have shown excellent monotherapy results, and the market has not yet seen combination data. It's been quiet for a bit, but the company just announced they will update with data on December 5 at an oncology conference. Will be very exciting to get this data. I believe this is an excellent candidate for large pharma to acquire. There are other drugs in the pipeline, but this is the one to watch.
FIP FTAI Infrastructure Reinitiated position at a lower price. Have sold FIP once for a loss and once for a gain this year. My conviction has changed now as the company continues to execute and is reaching several inflection points including the potential sale of Long Ridge possibly after or in conjunction with announcing more power off-take agreements, the construction of the Rapuano Storage Caverns, the integration their most recent acquisition which closed in August of the Wheeling & Lake Erie Railway Company basically doubling their rail business and financing options.
OCUL Ocular Therapeutix Inc. First trade recently initiated. Ocular is about to announce Phase 3 results in wet AMD. This is widely expected to be successful in the biotech investor community, and I believe the market will soon be forced to rerate and factor in the massive TAM and peak sales estimates between 3-5B. We could see a 100% move or more on this data and expectations for approval. The market is beginning to factor in and will start to give more value to the rest of their pipeline after late-stage trials begin for those (soon). Interestingly, the C-suite is also incentivized to get the stock over $30/sh.
GOSS Gossamer Bio Inc. First trade recently initiated. Phase 3 results in PAH expected February 2026. Massive upside potential. This is a catalyst play for me so position size adjusted down for that. Assuming it succeeds, I'll be looking to load more shares then.
GLSI Greenwich LifeSciences Long-term holder. Greenwich is in registrational Phase 3 for preventing breast cancer recurrence. Huge success in previous trial. Results could be any day now up until likely mid-2026. 14 "events" are needed to bring the trial to an end. This could be a 1,000% gainer from here on positive results. CEO share purchases are consistent and high. A lot of skin in the game.