Focused Investing

Focused Investing

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Focused Investing
Focused Investing
RPD Trade Alert

RPD Trade Alert

Paul Drake's avatar
Paul Drake
Feb 21, 2025
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Focused Investing
Focused Investing
RPD Trade Alert
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person holding orange and white toothbrush
Real life or cinema? Photo by Julia Koblitz on Unsplash

Give a little, hope for a lot.

Some contemplation over recent days has led to a relatively small portfolio adjustment.

My intent with Alexandria Real Estate (ARE) has been to add a next tranche at $90. That is fine from a tactical perspective.

But my view has been that ARE is the next Simon Propert…

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