Hello friends, I wanted to share a quick update on my latest portfolio move. Here is my thesis on **$BR**, which I bought at $147.50, increasing its weight from 0% to 7.5% of my portfolio. ***Business moat:*** **$BR** is the …
Most stocks are still down in pre market today but they're starting to bounce back now With the weekend just around the corner this bounce is probably just to keep everyone from panicking too much. My view on the market …
AmpliTech Group announced it has joined the AI-RAN Alliance, a global consortium focused on combining artificial intelligence with wireless networks. The company believes its RF components, 5G Open RAN technology, and low noise amplifiers position it for the growing AI …
Can’t lie I had a garbage entry on this. I saw my signal, but did not wait for confirmation on it and bought about 2x higher than I should’ve/could’ve. I also closed out my position early just to secure the …
Getting more into stocks this year even though I've been heavy on res rental real estate for 10 years. So what I mean is, VOO for example, I expect 10-12% (edited to keep comments on topic) per year for the …
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DD: none. Not financial advice
A few years ago it was cyclical value investors wondering why the indexes were holding up while their portfolios kept falling. Now I'm seeing the same frustration from some tech investors. Different sectors, same emotions. Maybe diversification gets mocked during …
$CAPR is shaping up for a potential repeat of what we saw in November. Short interest has climbed back above 30% of the float, sentiment around FDA approval has pushed the stock down to levels that seem to reflect a …