Focused Investing

Focused Investing

Share this post

Focused Investing
Focused Investing
RPD Trade Alert: More Cigar Butt

RPD Trade Alert: More Cigar Butt

Paul Drake's avatar
Paul Drake
May 08, 2025
∙ Paid
6

Share this post

Focused Investing
Focused Investing
RPD Trade Alert: More Cigar Butt
8
1
Share

a blue question mark on a pink background
Photo by Towfiqu barbhuiya on Unsplash

Am I throwing good money after bad, or locking in big gains?

Today I doubled my position in Orion Properties (ONL), taking it to 2.2% of my portfolio. Why?

Their just released quarterly report, and this investor presentation, had little that was not in the business update a month ago. I discussed that update here. S…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Paul Drake
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share