
Transaction log
Feb 18, 2020 - Bought 80 @ $11.78 (0.94% wtg, opportunistic)
Jan 27, 2021 - Sold 40 @ $49.23 (40 shares, 1.02% wtg)
Mar 30, 2022 - Sold 40 @ $25.67 (closed, 0% wtg)
Performance
Total return = +217.91%
Coffee Can contribution = +2.05%
Bed Bath & Beyond
Location: Union, New Jersey
Taking our profits on Bed Bath & Beyond, thank you very much. Still building a position in KWEB. [trades]
Speculation is off the charts, surpassing the 2000 dot-com bubble. On what planet is GameStop, a company heading towards banktuptcy, worth $21.7 billion? This will not end well. We're taking profits in some of our retailers which have rallied in sympathy. [trades]
Corporate executives and directors went on a buying spree the past three months in down-and-out stocks.
Rounding out our retail lineup are two companies with warts.