Yuv

Always learning. Starting my journey in the stock market.

[Yuv @YuvInvests]

@BlackPantherCap BP, do you take some gains on the way up if the stock ran a lot but you still believe in it and know it has a lot of room to run, or you go for the long term entirely until the thesis is done?

[Yuv @YuvInvests]

@MktMavPro The current red day for growth stocks.
I'm asking to learn, I'm new in the markets 😅

[Yuv @YuvInvests]

@bennybigbull Not worried about cash burn? Margin compression? The warrant issuance?
I'm new in the markets so I'm asking to learn.

[Yuv @YuvInvests]

@fundmyfund What am I missing? Why it dips that much? Cash burn? Margin compression? Warrant issuance?

[Yuv @YuvInvests]

@BottleneckFindr Aren't you worried about the margin compression and not expansion? Warrant issuance?
Or you think both are just short term noise?
I'm asking to learn as I'm new in the markets.

[Yuv @YuvInvests]

@amaebi2023 Can I ask why? Why the warrant issuance is so bad except from short term pressure? Management not showing trust in the stock?
Or you just meant you expect it to dip more because of it and then buy?

[Yuv @YuvInvests]

@investingluc Just want to say that you are very refreshing in my feed with all the mental posts and stuff and not just "look I made 50% trade" stuff.
Keep going!

[Yuv @YuvInvests]

@BlackPantherCap It does make sense.
I think the hardest part for me is when it isn't obvious, when the company gives earnings but doesn't respond to it on how I think of it, I guess it comes with more experience.
Thank you!

[Yuv @YuvInvests]

@Kaizen_Investor Can you share when you consider to add new stock to your portfolio? I have stocks I have conviction in and I don't want to exaggerate with the amount of stocks in my portfolio, but I do see new opportunities and I always wonder if I should add more to current stocks or add new

[Yuv @YuvInvests]

@SJCapitalInvest Don't you feel too diversified with all the new buys today?

[Yuv @YuvInvests]

@SJCapitalInvest Thank you man, learned a lot, have a happy life!

[Yuv @YuvInvests]

@Kaizen_Investor As a new investor, thank you for that.
This is one of the exact things I'm looking for when I follow more experienced investors.

[Yuv @YuvInvests]

@SJCapitalInvest Hey S&J, not sure if you are looking for new opportunities right now, but what do you think about $AIRO?

[Yuv @YuvInvests]

@SJCapitalInvest Well done!
Can I ask how you considered it cheap? I look in StockAnalysis and its EV/S is ~30x when SATL is ~23x and BKSY is ~10x.
Am I missing something? You also consider growth rate differences in your framework?

[Yuv @YuvInvests]

@SJCapitalInvest Could you also elaborate some day what can make you or already made you not invest in a company although it did fit your framework? Like what are the additional steps you are looking for in a company after it fits your framework.

[Yuv @YuvInvests]

@SJCapitalInvest Would love if you also mention the reason behind the uncovered leaps against other options.
Thanks for your work!