Jamie Allen

Creator of stack alpha, not beta - learn how to use etf’s to create alpha stacked portfolios

[Jamie Allen @alphastackingco]

@LogicalThesis $KRYS

* A commercially successful approved gene therapy
* Positive earnings and cash flow
* Exceptional gross margins
* Nearly $1 billion in cash
* Strong revenue growth and a broader pipelin

[Jamie Allen @alphastackingco]

@ByronOnX $PAGS, $INTR and $NU too

[Jamie Allen @alphastackingco]

@LogicalThesis $PLMR one of the fastest growing insurance companies over many years

$RDVT SAAS small cap with solid organic growth and founders have sold previous companies

[Jamie Allen @alphastackingco]

@LogicalThesis What do you think about $CAI?

[Jamie Allen @alphastackingco]

@BryanGreenbaum $PLMR in a growth market. $ASIC looks interesting.

[Jamie Allen @alphastackingco]

@ardaarkun $FISV with 20% fcf yield and using it all for buybacks.

[Jamie Allen @alphastackingco]

@peonyKingOF Is it fully AI or more physics based? I haven’t gotten a straight answer.

[Jamie Allen @alphastackingco]

@rusholmecapital What do you think of this compared to $ATSX (150/50) L/S and $PFAE (130/30). Both have nice 5 year track records but high fees.

[Jamie Allen @alphastackingco]

@SowingAlphaSeed Oh I see $FLSE.TO is 120/30 long/short, so more comparable to $ATSX.TO (150/50) and $PFAE.TO (130/30). Both have good 5 year charts, but high fees.

[Jamie Allen @alphastackingco]

@SowingAlphaSeed What do you think about $PFLS.TO? Outperforming $TGAF.TO and $HDGE.TO this year and good track record. Fees are a bit high.

[Jamie Allen @alphastackingco]

@CJ_Bitcoin @Strategy Issue convertable bonds (like the ones you just bought back) to buy back STRC and stop diluting MSTR until the next bull run.

[Jamie Allen @alphastackingco]

@LogicalThesis Thoughts on $DT as a $DDOG sympathy play? $1b buyback and reasonable valuation

[Jamie Allen @alphastackingco]

@LogicalThesis $RDVT small cap, nice rule of 40 growth, owners sold their last few companies

[Jamie Allen @alphastackingco]

@SowingAlphaSeed Thoughts on etfs that are beta neutral with positive expected returns like:

$FLSP
$HFGM
$IALT

[Jamie Allen @alphastackingco]

@KyleAdamsStocks Are you worried about continued share dilution?