Our board of directors got addicted to TikTok and haven't been paying attention to anything of note for months.
We pulled their wifi access and finally got around to looking at investments.

Currently own:
ESPR - higher confidence (see ESPR board for my DD/thoughts)
RBOT - little microcap $50m company
EVGO - EV charging company

I think the Trump win delayed a market correction, but no matter who won the POTUS election, I thought that person would eventually inherit a recession. Hopefully a quick one.

Take politics out of it, and if you are intellectually honest you have to understand that the GDP was artificially buoyed with money printing. I have to balance my budget. If I had the ability to just print money every time I run out, I would probably have increased spending, too. (Duh)

What does this have to do with my Dreamer Port? I am not chasing overvalued stocks. So looking at smaller caps that have various tailwinds and/or are acquisition targets.

Holding a decent amount of cash, too.

Do your own DD, folks...good luck out there!

Dreamer

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