February 28th (Short month)

These would be the returns thus far after fees.

There are still a lot of opportunities out there that are ridiculously undervalued. Good news is that the deal-flow of opportunities across my desk is probably only going to increase from here into the next year.

I intend to turn most of them down, but if I can find things that I can't justify not owning, I'm going to go ahead and put money where my mouth is.

As always, I'll continue to focus on not losing your money.