Brad Schultz 🇺🇸 🇺🇦
@bradschultz.bsky.social
Just getting started here…transitioning from Twitter @BradleyDSchultz and not sure where this is going yet. Looking to invest in quality public companies in developed markets, with good management, at inexpensive or fair prices. Hoping for a better world.
Current holdings, more or less end of Q4 2025. Not investment advice.
#$URL.CN, #$ACFN, #$BEW.V, #$VTY.L
#$DNP.WA, #$KPG.AX, #$TOI.V,
#$AEP.V, #$TNEYF, #$PRKA, #$CEMX.V
And a few with under 0.2% position. I had more changes in ‘25 than any previous year, most earlier in ‘25.
#$URL.CN, #$ACFN, #$BEW.V, #$VTY.L
#$DNP.WA, #$KPG.AX, #$TOI.V,
#$AEP.V, #$TNEYF, #$PRKA, #$CEMX.V
And a few with under 0.2% position. I had more changes in ‘25 than any previous year, most earlier in ‘25.
End of Q4 2024 holdings. Not investment advice.
$ACFN, $BRK, $KPG.AX, $NTDOY, $DNP.WA,
$BKNG, $TNEYF, $VTY.L, $BLDR, $TDW, $AZO,
$OTCM, $PRKA, $AEP.V, $FERG.
$ACFN, $BRK, $KPG.AX, $NTDOY, $DNP.WA,
$BKNG, $TNEYF, $VTY.L, $BLDR, $TDW, $AZO,
$OTCM, $PRKA, $AEP.V, $FERG.
Current holdings, for discussion; not advice:
$ACFN, $BRK/B, $KPG.AX,
$DNP.WA, $BLDR, $BKNG, $VTY.L, $TNEYF, $OTCM, $FERG,
$AZO, $NTDOY, $MSM, $PRKA.
Especially like companies w/ROIC >15%, allocate capital well. Comments?
$ACFN, $BRK/B, $KPG.AX,
$DNP.WA, $BLDR, $BKNG, $VTY.L, $TNEYF, $OTCM, $FERG,
$AZO, $NTDOY, $MSM, $PRKA.
Especially like companies w/ROIC >15%, allocate capital well. Comments?
January 17, 2026 at 9:40 AM
Excellent interview with the US Embassador to Organization for Security and Cooperation in Europe (OSCE) during the first Trump administration. youtu.be/bhS-Gi4mrwk?...
Russia is losing: Former Trump Admin Insider Speaks Out
YouTube video by Kyiv Post
youtu.be
January 5, 2025 at 2:34 AM
Excellent interview with the US Embassador to Organization for Security and Cooperation in Europe (OSCE) during the first Trump administration. youtu.be/bhS-Gi4mrwk?...
End of Q4 2024 holdings. Not investment advice.
$ACFN, $BRK, $KPG.AX, $NTDOY, $DNP.WA,
$BKNG, $TNEYF, $VTY.L, $BLDR, $TDW, $AZO,
$OTCM, $PRKA, $AEP.V, $FERG.
$ACFN, $BRK, $KPG.AX, $NTDOY, $DNP.WA,
$BKNG, $TNEYF, $VTY.L, $BLDR, $TDW, $AZO,
$OTCM, $PRKA, $AEP.V, $FERG.
Current holdings, for discussion; not advice:
$ACFN, $BRK/B, $KPG.AX,
$DNP.WA, $BLDR, $BKNG, $VTY.L, $TNEYF, $OTCM, $FERG,
$AZO, $NTDOY, $MSM, $PRKA.
Especially like companies w/ROIC >15%, allocate capital well. Comments?
$ACFN, $BRK/B, $KPG.AX,
$DNP.WA, $BLDR, $BKNG, $VTY.L, $TNEYF, $OTCM, $FERG,
$AZO, $NTDOY, $MSM, $PRKA.
Especially like companies w/ROIC >15%, allocate capital well. Comments?
December 31, 2024 at 11:07 PM
End of Q4 2024 holdings. Not investment advice.
$ACFN, $BRK, $KPG.AX, $NTDOY, $DNP.WA,
$BKNG, $TNEYF, $VTY.L, $BLDR, $TDW, $AZO,
$OTCM, $PRKA, $AEP.V, $FERG.
$ACFN, $BRK, $KPG.AX, $NTDOY, $DNP.WA,
$BKNG, $TNEYF, $VTY.L, $BLDR, $TDW, $AZO,
$OTCM, $PRKA, $AEP.V, $FERG.
Reposted by Brad Schultz 🇺🇸 🇺🇦
The coalition of the willing.
The first beacon has been lit.
The first beacon has been lit.
Joint statement, Nordic-Baltic Summit at Harpsund
We, the Heads of Government of Denmark, Estonia, Finland, Latvia, Norway, Poland, and Sweden met today in Harpsund, Sweden, at a pivotal time for o...
buff.ly
November 28, 2024 at 5:15 PM
The coalition of the willing.
The first beacon has been lit.
The first beacon has been lit.
A quick update on Tamarack Valley Energy, a mid cap Canadian oil producer which undertook a large transition in 2022 and which I think is now reaping the benefits in 2024-2026. Not investment advice. The oil and gas markets may be challenging. bradschultz.substack.com/p/tamarack-v...
Tamarack Valley Energy ($TVE.TO, $TNEYF) quick update
Is it worth holding after its run in 2024?
bradschultz.substack.com
November 27, 2024 at 2:17 PM
A quick update on Tamarack Valley Energy, a mid cap Canadian oil producer which undertook a large transition in 2022 and which I think is now reaping the benefits in 2024-2026. Not investment advice. The oil and gas markets may be challenging. bradschultz.substack.com/p/tamarack-v...
Some quick thoughts on US micro cap Acorn Energy $ACFN, a provider of remote monitoring solutions for backup electricity generators.
bradschultz.substack.com/p/acorn-ener...
bradschultz.substack.com/p/acorn-ener...
Acorn Energy ($ACFN) quick thoughts
It’s gone up a lot in 2024? Is it overpriced or just beginning at US$19.19/share?
bradschultz.substack.com
November 27, 2024 at 2:12 PM
Some quick thoughts on US micro cap Acorn Energy $ACFN, a provider of remote monitoring solutions for backup electricity generators.
bradschultz.substack.com/p/acorn-ener...
bradschultz.substack.com/p/acorn-ener...
Current holdings, for discussion; not advice:
$ACFN, $BRK/B, $KPG.AX,
$DNP.WA, $BLDR, $BKNG, $VTY.L, $TNEYF, $OTCM, $FERG,
$AZO, $NTDOY, $MSM, $PRKA.
Especially like companies w/ROIC >15%, allocate capital well. Comments?
$ACFN, $BRK/B, $KPG.AX,
$DNP.WA, $BLDR, $BKNG, $VTY.L, $TNEYF, $OTCM, $FERG,
$AZO, $NTDOY, $MSM, $PRKA.
Especially like companies w/ROIC >15%, allocate capital well. Comments?
November 27, 2024 at 9:09 AM
Current holdings, for discussion; not advice:
$ACFN, $BRK/B, $KPG.AX,
$DNP.WA, $BLDR, $BKNG, $VTY.L, $TNEYF, $OTCM, $FERG,
$AZO, $NTDOY, $MSM, $PRKA.
Especially like companies w/ROIC >15%, allocate capital well. Comments?
$ACFN, $BRK/B, $KPG.AX,
$DNP.WA, $BLDR, $BKNG, $VTY.L, $TNEYF, $OTCM, $FERG,
$AZO, $NTDOY, $MSM, $PRKA.
Especially like companies w/ROIC >15%, allocate capital well. Comments?
A few quick thoughts on Vistry Group PLC $VTY.L as a possible investment. Not investment advice.
bradschultz.substack.com/p/vistry-gro...
bradschultz.substack.com/p/vistry-gro...
Vistry Group PLC ($VTY.L) quick thoughts
Is the thesis broken, or is this a great company at a great price? 647 GBX
bradschultz.substack.com
November 25, 2024 at 7:19 AM
A few quick thoughts on Vistry Group PLC $VTY.L as a possible investment. Not investment advice.
bradschultz.substack.com/p/vistry-gro...
bradschultz.substack.com/p/vistry-gro...