I trust the network, not the price — just a toe in Visa

Today I only added one new name: Visa. The business itself—sitting right on top of the card network—is rock solid, so the quality wasn't in question, but the price isn't cheap and there isn't much cushion if things turn south, so I dipped just a toe in instead of swinging big. Digital Realty and Vistra stay on my watchlist for now, my conviction on those just hasn't ripened enough to reach for them. Everything else in the book I'm leaving untouched, riding along as is.