Portfolio Updates: 2 New Buys, 1 Sale

Here are some portfolio changes from last week. New Investment: Walgreens Boots Alliance (WBA) We purchased stock in Walgreens last week.  Concerns that Amazon is expanding into drug distribution with their purchase of Pillpack earlier this summer knocked the stock down to a pretty attractive valuation.  I think this is a massive overreaction similar to…

Highlighting Some New Investments

Here’s a brief overview of some recent investments made over the past few weeks. TripAdvisor (TRIP) We purchased stock in TripAdvisor as a growth investment.  This is a unique stock that has tremendous long-term growth potential if management can execute.  I’m sure almost everyone is familiar with TripAdvisor.  They run a site where users can…