Omar M

Growth Stock Investing. Data Science.

[Omar M @lever_age]

June 2026 Portfolio Review. This is my first time doing a monthly review since being introduced to Saul's board last year.

$ALAB 20.14%
$CRDO 15.9%
$MU 14.1%
$APP 10%
$NBIS 8.25%
$PTRN 7%
$KLIC 5.86%
$IREN 5.76%
$RDDT 5.16%
$SIMO 4%
$TSM 3.75%

June: 4.38%
YTD: 63.87%

[Omar M @lever_age]

@ChasingCoin Can you prove your position.

[Omar M @lever_age]

@Jlucas230 Any idea of what caused the sudden drop?

[Omar M @lever_age]

@square1001 @HedgeyeSnakeye What did you read in EXPE earnings that would make you want to short Trip. I read earnings as generally very positive.

[Omar M @lever_age]

@siyul This is one reason I like $LTRPA

[Omar M @lever_age]

@AAbaterusso How can you approach the topic of what an investor should do without any analysis on the intrinsic value??? So odd.

[Omar M @lever_age]

@psychprofits Did you completely sell out of $LTRPA for the time being?

[iinvested @_iinvested]

4Q22 Cove Street Capital on $LTRPA, $HRG, $CLMB, $VMD, $IAC
https://t.co/rhFt0wnaNl

More fund letters here:
https://t.co/3oryPBJeFz

[Omar M @lever_age]

@itscharliemar Who are some stage 1 or 2 value investors on twitter or another platform that you follow/respect?

[Omar M @lever_age]

@unusual_whales $ltrpa

[Omar M @lever_age]

@GammaSheets Where did you start a position?

[Omar M @lever_age]

@Tickeron Are you recommending a sell?

[Omar M @lever_age]

@benbakhshi I'd be curious of your take on $ltrpa. Liberty Holding co of tripadvisors $trip. I'm cautiously bullish.

[Omar M @lever_age]

@humtumgarg @PaulAndreola Yup, probably close to zero if 13 occurs. Ltrpa saw sub 1 during pandemic and earlier this year. TRIP saw sub 15 during the pandemic. My bet is that travel has recovered since pandemic and the market is sleeping on LTRPA. Cash heavy with 2 potentially great quarters ahead.

[Omar M @lever_age]

@TraderJoe6 A squeeze isn't the carrot at the end of the stick. A long term corporate turn-around and reversion to mean is.

[Omar M @lever_age]

@Tyler_Okland_MD I just opened a flyer from opendoor stating that my house price estimate is 200k less than comps they listed directly on the flyer.. Not confidence inducing

[Omar M @lever_age]

@PandemicaMente What's the logic of the blue? Is this trading view?

[Omar M @lever_age]

@DACE0325 @YahooFinance Old news.

[Omar M @lever_age]

@SteveAvaya @alanmasarek $avya @Sloppy_Hoppy10