March 2026 Portfolio Update
Quote, Portfolio, Complimentary Monthly Commentary, 13Fs, a few more Earnings, Gabelli’s, Fireside Chat with Bill Gurley, Book, and more ...
Quote for this month:
“To be successful, concentrate on the companies you own, not on the market itself.” -Walter Schloss
*Portfolio*
*I am NOT a financial advisor. I’m sharing my investing journey. Not investment advice. Do your own research.*
Portfolio (Basic):
Holding since:
2020 - LKQ 0.00%↑ - 03
2021 - SFM 0.00%↑ - 03 | VMD 0.00%↑ - 05
2022 - $NTDOY - 12
2023 - PYPL 0.00%↑ - 01 | BSM 0.00%↑ - 05
2024 - BKTI 0.00%↑ - 04 | BOC 0.00%↑ - 09
2025 - IAC 0.00%↑ - 01* | GRVY 0.00%↑ - 08 | $CR?? - 08 | $CR?? - 10 | ONFO 0.00%↑ - 10 | $EVVTY - 11 | $F? - 12
*IAC originally was purchased in 2021, but sold at the end of 2024 for tax loss purposes and re-bought back in 2025.
*EVVTY originally was purchased in 2022, but sold at the end of 2025 for tax loss purposes and re-bought back in 2025.
Complimentary Monthly Commentary - CMC
Sold out of two holdings that were not revealed (paid subscribers get same day and weekly updates) both for profits ranging from 15%-40% I’m not planning to reveal them here because potentially I would like to buy them again in the future so both are on my watchlist, I will say that both are related to commodities.
Otherwise I have not been too active, been doing more thinking and trying to slim down portfolio, I will say that I been buying a lot more Onfolio and since the screenshot above, ONFO is now my 2nd largest position in main port and largest if you include all the Prefs and SPVs that I own related to ONFO + in my IRA account.
13Fs
I like looking at new 13Fs, they don’t give full story but this is one way to find new ideas and see what other investors are doing or better said … did since its looking backwards.
sometimes sells says as much or even more then the buys…
a few more Earnings
Gabelli’s 36th Annual Pump, Valve, & Water Systems Symposium
When I told my wife I wanted to go the city at 8am and listen to different companies talk about pumps, valves, and water systems - she looked at me like I was crazy and even though she trusts me I thought I would show her the link to the event hahaha
But yes that’s the kind of things that I find interesting because you never know what you might find and that’s another way to do scuttlebutting research + getting your self out of your circle and learning about something new and I think pumps and valves can definitely be in my circle of competence if I find that one company that will interesting me… and that one company I did find!
The Gorman-Rupp Company is one of those “boring” companies but very interesting! + there was another company that is indirectly related to my private investment so I did learn a ton!
I want to give big thank you to Mr Gabelli (who was present and was asking questions at the event!!!) and Gabelli Team overall, especially Sara Bakrow for providing me with access to the event really appreciate it!
I highly recommend checking out Gabelli’s website and their YouTube channel where you can find all other companies that presented that day.
(this is not paid by anyone and this is my personal honest review)
Fireside Chat with Bill Gurley & Malcolm Gladwell
Another event that I went to was Bill Gurley and Malcolm Gladwell firechat
I don’t know a lot about Mr Gurley but it was interesting listen to him and Malcolm Gladwell have a chat about personal life and VC investing and I did go to the event with who of my investing friends so overall I’ll call it a good time.
Book
I realized that my descriptions of the books that I read may not always give them full credit as when I read these books and when I write about them, I only share one or two things that really stand out to me. So I have decided to also include a quick short description from Goodreads (no affiliations) so that way you get my thoughts but also more generic description to get a better feel for the books and in so hopefully adding them to your “to-read-list”.
This time around I finished one audiobooks:
Broker, Trader, Lawyer, Spy: The Secret World of Corporate Espionage by Eamon Javers
YZ:
This was an interesting read, not because I think I would be able to implement it to be frank I think the tactics that are used are a bit cringe for my taste, but it is interesting to know that there are people and companies that would go to such length to try to uncover competitors secrets or to try to find “dirt” sometimes literally in dirty trash.
I think by reading a summary of the book you would get the basic understand of it but if you want to get actual real life examples and to get some real life thriller into your reading life this book should scratch that itch.
Goodreads:
Award-winning reporter Eamon Javers’s Broker, Trader, Lawyer, Spy is a penetrating work of investigative and historical journalism about the evolution of corporate espionage, exploring the dangerous and combustible power spies hold over international business. From the birth of the Pinkertons to Howard Hughes, from presidents to Cold War spies, Broker, Trader, Lawyer, Spy is, like Legacy of Ashes and Blackwater, a first rate political thriller that also just happens to be true.
I give it 3.75 out of 5 stars.
Don’t forget to ❤️ this post. It helps a lot!
Sections below are for paid subscribers only…
