Up ~7% Today in the Premium Portfolio
3 earnings reports deliver big
Congratulations to Premium and Founder’s Club members!
On days like this, there is nothing to do except to watch the portfolio value go up.
Today’s winners:
HDSN 0.00%↑ - Price recovery is taking hold and on schedule as expected in my initial thesis as the inventory glut in the industry is worked off.
VTRS 0.00%↑ - Returns More Than $450 Million in Capital to Shareholders Year-to-Date and Reaffirms 2025 Capital Allocation Priorities
MLR 0.00%↑ - “Despite the current uncertainty, we're encouraged by the underlying fundamentals we see in our end markets. Channel inventory is returning to optimal levels, and we continue to see strong activity in the global military market. We anticipate continued improvement throughout the second half of 2025 and enter 2026 in a position of strength." - Management commentary.
We have had little less than 40% gain on HDSN since we started buying the stock less than a year ago. We purchased VTRS less than a month ago and are currently sitting on just about 14% gain. We are still net negative on MLR, but the story will be very different by the end of this year. We may increase our allocation to MLR in the near future.
Additionally, Founder’s Club members are also enjoying a nice gain in FBTC 0.00%↑ today.
There is no action required today. Just enjoy!
I will send out the portfolio performance update on Saturday.
Regards,
Shailesh Kumar
Astute Investor’s Calculus.