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Zoom Communications – Strong Free Cash Flow And Fortress Balance Sheet
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I initiated a Zoom Communications (ZM) position on August 22, 2023 with the purchase of 400 shares @ $64.58 in a ‘Core’ account in the the FFJ ...

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Could Cintas Take Another Run At Acquiring UniFirst?
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  I initiated a 300 share Cintas (CTAS) position in a ‘Side’ account within the FFJ Portfolio in December 2024. I disclose this purchase in this ...

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Arista Networks Exposure Increased
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In this December 3, 2025 post, I disclose my decision to initiate a 200 share position in Arista Networks (ANET) @ $127.505/share on December 2, 2025 ...

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