Current Positions Updated

As you can see, it's been a busy few weeks. Despite my insistence on a focus portfolio, the number of ideas have proliferated. Lately I've realized that having a focused portfolio does not necessarily preclude a larger number of positions. Contrast the early Buffett focused portfolio of 20-30 positions, with single positions taking up to 30% of the entire portfolio, with Pabrai's 10 core positions or Greenblatt's 3-5 positions. Plus I suffer from rhinophobia, which I need to learn to control in order to improve my portfolio returns. I will do a brief synopsis on each later.