$STVN is a buy...... underfollowed and underappreciated

$TIPT interesting special situation at discount to SOTP. Usually avoid these seemingly obvious SOTP situations but Warburg Pincus investment provides a confidence boost

nibbling on $VCEL. This was one of my first big winners from years ago. Sold much of the stake around 50-60. Remained a fan but saw many better opps out there. This is my first (small) buy in seemingly forever. No major catalyst or reason tbh

New position at the end of 2Q in $LESL. Still testing this one out. Think it's a potential complement to $POOL, not head to head type competition