Conner Walden

Founder & CEO -

[Conner Walden @conner_walden]

There’s a time in every man's life where he’s gotta make a change & try to move up to the next level

[Conner Walden @conner_walden]

$MOH double in 5 months actually 🤯

$SPY $QQQ $UNH $CNC $XLV

[Conner Walden @conner_walden]

$MOH @ $120 is a gift

Double in 3 years, Triple in 5 years

[Conner Walden @conner_walden]

$CNC tripled in less than a year 🤯

[Conner Walden @conner_walden]

$CNC going from $22.83 (-15%) pre-market to close above $28 (+6%) is likely a sign the bottom is in

The ER was terrible from 2025 perspective but that’s been obvious for months. Smart investors are looking to normalization in 2026 now bc it’s very cheap

$SPY $QQQ $XLV $UNH $ELV

[Conner Walden @conner_walden]

Buy $ADBE @ $199

[Conner Walden @conner_walden]

@MohmmedKIR I sold at a slight loss so I missed this bounce, most of the thesis was short covering & dirt cheap valuation

Business has some real issues though & these software names looked less risky so I rotated that $

VITL may still be fine

[Conner Walden @conner_walden]

$TOST $27.75

+22% in 2 weeks

[Conner Walden @conner_walden]

$TOST buy @ $22.75

[Conner Walden @conner_walden]

$CCC $5.10

+21% in 2 weeks

[Conner Walden @conner_walden]

Buy $CCC @ $4.20

[Conner Walden @conner_walden]

$INTU $360

+20% in 5 days

[Conner Walden @conner_walden]

Buy $INTU @ $299.29

Extremely cheap

[Conner Walden @conner_walden]

$NOW hitting $120 this morning (~50% gain)

[Conner Walden @conner_walden]

Long $NOW @ $81.78

[Conner Walden @conner_walden]

Buy $INTU @ $299.29

Extremely cheap

[Conner Walden @conner_walden]

$TOST buy @ $22.75

[Conner Walden @conner_walden]

Buy $CCC @ $4.20

[Conner Walden @conner_walden]

@TheShortBear Time to start selling IMO

Just cut all of my $CNC from $26

Still holding $UNH from $261 and $MOH from $130 but will be trimming shortly

[Conner Walden @conner_walden]

I’m now officially out of $CNC

Centene was definitely a rollercoaster at times from $26 to $59 but I’m happy with where the ride ended 🙂

[Conner Walden @conner_walden]

@CompoundRich Don’t disagree with any of those points, but you have to buy when uncertainty is high for a chance at outsized returns

2nd smallest position for me; I’d prefer $100/share but here at COVID lows (10x fwd) is an interesting potential for bounce then possible rebound

[Conner Walden @conner_walden]

Got my double in $CNC 🥳

[Conner Walden @conner_walden]

$CNC is dirt cheap… could easily be a double within a few years

[Conner Walden @conner_walden]

$CNC +80% gain so far on a large position that has been painful at times to hold

[Conner Walden @conner_walden]

$CNC +111% since it’s July 2025 bottom 🥳

[Conner Walden @conner_walden]

$CNC going from $22.83 (-15%) pre-market to close above $28 (+6%) is likely a sign the bottom is in

The ER was terrible from 2025 perspective but that’s been obvious for months. Smart investors are looking to normalization in 2026 now bc it’s very cheap

$SPY $QQQ $XLV $UNH $ELV

[Conner Walden @conner_walden]

$MOH +46% in 10 weeks, more to go

$SPY $QQQ $UNH $CNC $ELV

[Conner Walden @conner_walden]

$MOH @ $120 is a gift

Double in 3 years, Triple in 5 years

[Conner Walden @conner_walden]

Don’t let anyone convince you the market is efficient & rational…

$UNH Price History:

$355 (4/21/2026)

$255 (3/27/2026)

$355 (1/26/2026)

If you were aware of the prevailing “market rationale” at each point, the swings look even dumber.

$SPY $QQQ $XLV

[Conner Walden @conner_walden]

$NOW +20% in 1 week

[Conner Walden @conner_walden]

Long $NOW @ $81.78