Brad Schultz 🇺🇸 🇺🇦

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.

YouTube video by Kyiv Post Russia is losing: Former Trump Admin Insider Speaks Out

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.

Being a teenager at the time Carter took office, I remember when he enrolled his daughter in the local predominantly Black public elementary school. I didn’t remember about the solar panels on the roof of the White House at the time FWIW.

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...

The coalition of the willing.
The first beacon has been lit.

I can’t tell you how many times I’ve seen this happen…of course, plenty of times I’ve seen people think that a scam is an opportunity too.

Tamarack Valley Energy ($TVE.TO, $TNEYF) quick update Is it worth holding after its run in 2024?

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...

Acorn Energy ($ACFN) quick thoughts It’s gone up a lot in 2024? Is it overpriced or just beginning at US$19.19/share?

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...

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?

How worried should the sector be about Vistry? Housebuilding industry poster-child Vistry has been charting an aggressive growth course despite a tricky market over the last two years. Joey Gardiner asks why it has now lost half its value after tw...

Some background on the situation in the UK trade press:
www.housingtoday.co.uk/in-focus/how...

Vistry Group PLC ($VTY.L) quick thoughts Is the thesis broken, or is this a great company at a great price? 647 GBX

A few quick thoughts on Vistry Group PLC $VTY.L as a possible investment. Not investment advice.
bradschultz.substack.com/p/vistry-gro...