Portfolio Update 11.30.23

Some special sits and updates on RILY, HBB, and 2 new holdings

It’s been a minute since I’ve shared a portfolio update… As a reminder, these are quick highlights and updates on existing holdings (usually focused on the actionable ones). Go check out the original post on each holding for the original thesis.

Also, lots of new subscribers so familiarize yourself with my approach as needed:

• My “bucket approach” to portfolio management

• Core investing framework

Here’s the portfolio as of 11.30.23…