Any thoughts or problems you can see?
Thankyou
STCK is a private equity-style holding company that invests in late-stage private tech companies. Its holdings are quite interesting (SpaceX, Canva, Crusoe Energy, Locus Robotics, OpenAI, Databricks), but nearly one-third of its holdings are in SpaceX, which is a concentration risk. It is not as overvalued as other holding companies like DXYZ or VCX. We would be cautious here, but the holdings are interesting, the momentum is positive, but this is a name that can move significantly on headlines.
OLY has a strong yield of 6% which is paid monthly. It is a non-deposit trust company running self-directed registered plans, FX, corporate trust services, and health benefits for small business owners. Most of its free cash flows go toward the dividend, and that represents a slight risk if earnings begin to fall, but the name has good momentum and trades at a decent valuation of 15X forward earnings.