The Hershey Company

Invesco QQQ Trust, Series 1

The Sherwin-Williams Company

SPDR S&P 500 ETF Trust

Block, Inc.

Toro Company (The)

Texas Instruments Incorporated

Union Pacific Corp.

I added some $UNP $TXN $TTC $HSY and $SHW in my 401k.

I also sold $SQ. Between Jack taking Block into manufacturing Bitcoin mining chips and hardware and the recent revelation from the Delaware court that TIDAL was an awful acquisition (we all figured it was awful at the time but it's clear now Jack spent $306M of shareholder money to become friends with Jay-Z), I'm out. I'm going to keep an eye on the company though. If Jack moves on or if his voting power drops far enough (currently at 41%) that activist investors take an interest, I'll buy back in (assuming I still like the financials), but for now, I'm out.

My returns are on par with the market because I sold 1/3 of my shares (originally purchased at ~$40) at $133.51 in Jan 2022. If I hadn't done that, I'd have been trailing my benchmarks significantly.

Time Held: 5.45 years
My      Total / Annualized Return: 74.98% / 15.02%
$SPY  Total / Annualized Return: 56.29% / 11.63%
$QQQ Total / Annualized Return: 99.18% / 17.93%

[https://twitter.com/pitdesi/status/1656040413420208128](https://twitter.com/pitdesi/status/1656040413420208128)

Let me tell you this I need to listen to myself more. Hershey another name I was looking at when price was $220. Would be up a gazzilion if I bought. I need to follow through with my ideas more. Long story short happy to see the Hershey add thinking about finally owning them long term

Christian

Also agree with the square reasoning. Jack has always been an acquired taste. No thanks 

Joey Hirendernath

I also sold square. The Hindenburg research short report was pretty convincing.

![Image upload](https://cdn.commonstock.com/16b0ba80ccbcdca952c8ea0325e788628bb0abfc0b4de5a7bb327adea02f5706-500x281.gif)

Nathan Worden

I’ll drop my name in the hat for the $HSY fan club as well 🍫

Scoreboard Investor

I can't say I disagree with you about Block, but because I go to countless places and see Square terminals, card readers, and other peripherals related to them, they have to be doing something right. Not saying that is enough to be meaningful. I still believe Jack and his weirdness aren't helping my overall vibes.

Jacob K Thomas

Block acquiring Tidal made no sense to me; turns out nobody at Block other than @jack wanted it; He was doing his buddy Jay-Z a favor (at Stockholder expense)

The memo is FANTASTIC and worth a read to see how an "all-star company" REALLY operates.
https://t.co/tznroN9ApP

https://twitter.com/pitdesi/status/1656040413420208128

Sheel Mohnot on X

Recent Transactions

Bought 2% more SHW

This member connected a brokerage account and is sharing trades and portfolio performance with the community. 