Julian

🎓 Physics and experienced in data analytics.
Happy to exchange with other traders. :)
Based in 🇩🇪
No financial advise.

[Julian @StocksByJulian]

@bjmtweets Where are you getting the numbers from?

[Julian @StocksByJulian]

I started a $MPC short position at 442$. I think in the longterm margins won’t stay that high.

[Julian @StocksByJulian]

@spunkbubble2020 I am pretty sceptical of investing in companies that are screwing their investors for personal profits

[Julian @StocksByJulian]

@MatiasManuel71 Question for me is when their products are so great and they are trustworthy, why do only so few customers more than a policy? 🤔
Could be the case that most people use Lemonade only for pet insurance.

[Julian @StocksByJulian]

Shorted $DELL 560$
Shorted $CRUDP 14.89$
Bought Fielmann 38.45€

[Julian @StocksByJulian]

@MegaAlphaSeeker I think Adidas is cheaper regarding EV/Sales and better growth

[Julian @StocksByJulian]

I wished markets would be open at weekends. 🫤

[Julian @StocksByJulian]

@TorpedoTrading I also had set up a limit order some days ago might trigger soon

[Julian @StocksByJulian]

I closed the $MPC short today cause the stock can go higher after the meeting with Trump

[Julian @StocksByJulian]

Shorted $MPC at 366.8$ 👀
Shorted $AI
Bought $TTWO at 293.05 avg

[Julian @StocksByJulian]

@A_Miko_3 Because JD is so diverse, I see a bigger threat in a decline of the whole chinese economy rather then the CCP going after E-Commerce specifically. But yes it could be a threat. Currently I see more upside than downside in the stock.

[Julian @StocksByJulian]

@ThothCapital Don‘t see it as your fault, it got much harder to get a good job the last years.

[Julian @StocksByJulian]

$JD could profit from AI margin expansion like no other stock. Right now Sales is 90x Earnings. Compared to $AMZN 6x Earnings.
Give me reasons why you shouldn’t be in $JD, I want to understand the counter position.

[Julian @StocksByJulian]

Shorted more at 15.23$

[Julian @StocksByJulian]

shorted $SLS at 13.26$

[Julian @StocksByJulian]

Closed yesterday the whole short at 136$ (15% gain in one day) and started today a new short at 159$.

[Julian @StocksByJulian]

I‘m short $MRNA average price rn 159.1$.

[Julian @StocksByJulian]

Shorted $SLS again at 14.23$

[Julian @StocksByJulian]

Closed Puma Short today at 24.88€. Made 11% return on that trade.

[Julian @StocksByJulian]

Shorted Puma SE at 27.76€ , the last quarter reported on Friday was even worse than it looked on paper. -9 % rev growth during world cup, is like -15% if there wouldn’t be a world cup.

[Julian @StocksByJulian]

I did a recap thought about the earnings and I‘m long $JD again.

[Julian @StocksByJulian]

Sold all my $JD today at 30.95$ with a 8% gain on the position. Since I took leverage it was more like a 11% gain.