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New Purchase: Blue Harbinger Disciplined Growth


This is a very brief write up intended to simply share this trade information right away…
We just initiated a new position in an attractive Disciplined Growth stock. We believe these shares have the potential to dramatically increase in the quarters and years ahead. Members can login and see what stock we purchased, but also what shares we sold to fund this new purchase.

To get right to the chase, we purchased shares of…

Zillow Group (ZG)


We wrote about these shares in more detail over the weekend, and you can read that write-up here:

We liquidated half of our shares of railroad company, Union Pacific (UNP) to fund this purchase. We will have more to say about this trade in our upcoming Blue Harbinger weekly, however we wanted to share this trade information right away. Zillow was shares were trading attractively lower today, and we viewed this as an even more attractive time to buy. You can view our current holdings (as of our last monthly update) here.

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