A New Position & Updates On Some Names

New conviction position added to Model Portfolio, plus some brief updates on other names.

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Value Situations is NOT investment advice and the author is not an investment advisor.

All content on this website and in the newsletter, and all other communication and correspondence from its author, is for informational and educational purposes only and should not in any circumstances, whether express or implied, be considered to be advice of an investment, legal or any other nature.  Please carry out your own research and due diligence.

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Adding A New Position to the Model Portfolio

A ~10% share price decline over the past ~2 weeks in a name I’ve covered previously prompted me to add the stock as a new position to the Value Sits Model Portfolio yesterday.