How is everyone?  It has been a while. 

We keep chugging along.  Integrating our 3rd acquisition and with an IOI accepted for what will hopefully be our 4th. 

Our US HoldCo has become much more industry focused.  Opportunity + talented management will do that. 

Panama HoldCo is doing well.  I have never been happier with our CEOs and recently feel “not needed”. That is a good thing!

I spend most of my day analyzing investment opportunities and reading.

I do not see much of SMB Twit or HoldCo Twit anymore.  It was like one day the switch just got turned off. 

I do follow a bunch of smart micro cap investors.  The stock market was my first love and the similarities with SMB investing are many. 

As I continue in this game I realize how important it is to love it. I could read investments for hours without even looking up. 

The money is good.  But money for me is to ensure independence. I want enough to be able to do what I love and not answer to anyone. 

I don't want to own a boat, or a plane, or even second homes.  All that stuff seems like another thing to worry about.  I am happy renting everything as needed. 

Life is good.  It wont always be, so it is important to be grateful while it is.  To appreciate it. 

I wish you all the best in 2025.