...in 8 months
$VFC $12 to $20
$PEP $129.5 to $155 (now $145)
$OSCR $14.2 to $25 (now $15.62)
$INTC $20 to $55
$BIDU $83.5 to $165
$SWK $63 to $85
$ASTS $24 to $117 (๐ didn't buy)
$LMND $31 to $96.6 (๐ didn't buy)
$NVO (accumulated all the way to $44)
$RIVN $15 to $22.5
Stocks I own & continue to add at current prices:
$VFC $12
$PEP $129.5
$OSCR $14.2
$INTC $20
$BIDU $83.5
Stocks Iโm watching:
$RIVN (Under $15)
$SWK (Own a lot at $62.84)
$NVO (Own 2 lots $59 & $63)
Speculative plays I donโt own but like:
$ASTS
$LMND
@michaeljburry Genuinely seems the LLMs are getting worse as well. At least Claude in my experience. Seems relatable to Batterygate - simple RE modeling & basic direction following has literally gotten worse these past few months.
Show me the INCENTIVE and I'll show you the OUTCOME...
$PYPL. Little do most people realize - at the pace they are buying in stock ~15% of the company per year from ~$6B FCF - he could get there ($125/sh) in 3-5yrs with NO GROWTH! However, does this look like no growth to you? BTW, margins starting to expand again. https://t.co/tLAJiYdVjr
$HRL
Currently a 5.4% dividend (dividend aristocrat - raising for 60 consecutive years)
Turnaround in play, been around since 1891 - theyโll figure it out.
Good defensive name to have for the next 3-5 years.
๐ฅThank me later - I own at $22
If you had to recommend one stock to buy right now to a family member, what would it be?
It should not be risky, recommendations to family members will haunt you.
@TheLongInvest $HRL
5.4% dividend (dividend aristocrat - raising for 60 consecutive years)
Turnaround in play, been around since 1891- theyโll figure it out.
Good defensive name to have for the next 3-5 years.
๐ฅThank me later
@TLAMB91 PRTโs guide on $FIG was impressive, I had a few opportunities to accumulate under $20 but sadly didnโt.
Hindsight bias, on to the next one!