ValuePlays

#21 Sep 20, 2019

Talking about LL< CNK, TPL, Cannabis and oil

#20 Sep 13, 2019

Talking about the GSE’s, LL, IIPR and Cannabis

#19 Sep 6, 2019

Talking about Treasury’s GSE PLAN, LL and the economy

#18 Sep 5, 2019

Talking about the GSE plan released today

#17 Aug 30, 2019

Talking about SRG, EYL, TopGolf, GSE, FNMA, GME, TPL, MO, Cronos and Cannabis

#16 Aug 23, 2019

Talking GSE’s , OCN, HHC, BAC, Recession risk, trade and investing in private cannabis companies

#15 Aug 16, 2019

Talking GE, HHC, IIPR, CHK, HLF, Buffett, Ackman , GSE’s and private cannabis investing

#14 Aug 9, 2019

Talking about TPL, CHK, GSE’s and a post Mortimer on an old investment in American Apparel

#13 Aug 2, 2019

Talking about the GSE’s. TPL, ACAS, GGP and OXY

#13 Jul 26, 2019

Talking about the GSE’s, IIPR, “Security Analysis” and general investing thoughts