A Day I Just Watched
No new names in the cart today. I ran through the candidates and none of them cleared my bar for real conviction, so my one-buy-a-day rule stayed unfilled. Chevron, CrowdStrike, and Goldman Sachs are still on my radar, but I don't think the case for jumping in now is quite baked yet, so I'm just watching. Nothing in my current holdings screamed sell or add more, so I'm letting them ride as is.