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Portfolio Update Q1 2025
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Portfolio Update Q1 2025
Portfolio YTD Return as of 8/19/25 = 31%
Aug 19
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William Fleming-Daniels
1
July 2025
A Life I Don’t Want to Miss
Reflections in the Quiet Hours Series: Part II
Jul 13
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William Fleming-Daniels
1
Achieving 5-Star Quality of Patient Care and HHCAHPS Ratings: A Clinician’s Guide
Introduction
Jul 1
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William Fleming-Daniels
June 2025
CorMedix (CRMD) Q1 2025: Fundamental and Market Analysis
Introduction: CorMedix Inc.
Jun 17
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William Fleming-Daniels
2
4
April 2025
LifeMD (LFMD): A Quick Look
LifeMD, Inc.
Apr 18
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William Fleming-Daniels
Norwegian Cruise Line: A Quick Look
Norwegian Cruise Line Holdings Ltd.
Apr 17
•
William Fleming-Daniels
2
AMD: A Quick Update
AMD’s AI‑Powered Runway Looks Undervalued
Apr 17
•
William Fleming-Daniels
Economic Futures in an AI-Dominated Era: Long-Term Scenarios
Introduction
Apr 16
•
William Fleming-Daniels
March 2025
AI and the Deflationary Future: How Tech Might Reshape the Economy Over the Next Decade
Introduction
Mar 30
•
William Fleming-Daniels
2
5
Portfolio Update Q1 2025
Full year 2024 results!
Mar 2
•
William Fleming-Daniels
February 2025
Beyond Absolutes: Nurturing Curiosity in an Age of Extremes
Reflections in the Quiet Hours Series: Part I
Feb 4
•
William Fleming-Daniels
January 2025
Coursera, Inc. (NYSE: COUR): Innovation Drives Potential, But Profitability Remains Elusive
Introduction
Jan 25
•
William Fleming-Daniels
1
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