Sparrow Capital

pa tweets. work in lifesci/ai

[Sparrow Capital @Sparrow_PM]

If I just don’t touch my portfolio, I feel like my mental health would vastly improve.

[Sparrow Capital @Sparrow_PM]

@taobanker @plumberbutt97 $KBR is worse

[Sparrow Capital @Sparrow_PM]

@JayApted Horrible performance from the entire sector, especially in light of relatively positive earnings reports

[Sparrow Capital @Sparrow_PM]

Is it that crazy to think that $SE will do in line tomorrow morning? Different beast to $MELI…

[Sparrow Capital @Sparrow_PM]

@taobanker The air has really just been sucked out of the sector… if it’s not semi space or energy, it doesn’t go up.

[Sparrow Capital @Sparrow_PM]

@WaterworldCapi1 @breadcrumbsre $MELI bulls… well $SE is there too :/

[Sparrow Capital @Sparrow_PM]

@WaterworldCapi1 $CACI and the other defense contractors in the same situation

[Sparrow Capital @Sparrow_PM]

@taobanker Bought some more to add my bags.

[Sparrow Capital @Sparrow_PM]

@taobanker Yeah, don’t understand the price action at all tbh

[Sparrow Capital @Sparrow_PM]

@red_dog_capital @WaterworldCapi1 is the only one who's mentioned it.

[Sparrow Capital @Sparrow_PM]

@taobanker Yeah, reaction is overdone imo. This and LDOS dragging the rest of the sector down too... $CACI numbers were decent

[Sparrow Capital @Sparrow_PM]

@WaterworldCapi1 So $SE higher and $MELI lower?

[Sparrow Capital @Sparrow_PM]

@fivepointscap I agree, I’m long, but I wouldn’t expect commentary in the next earnings call to be that great.

[Sparrow Capital @Sparrow_PM]

So, a nothing burger press conference

[Sparrow Capital @Sparrow_PM]

@taobanker Meh, think all of them are showing signs of stabilization in terms of returning to slight top-line growth. Think ICFI is a cleaner story with energy consulting biz. The rest should do better in H2. KBR interesting given the spin-off

[Sparrow Capital @Sparrow_PM]

The moves in the federal consulting basket are getting overdone… $KBR $PSN $ICFI $BAH @taobanker

[Sparrow Capital @Sparrow_PM]

@irbezek Yeah, doubt it tbh. Fade this

[Sparrow Capital @Sparrow_PM]

@taobanker @flippyfloppy52 It’s priced out the low income consumer, so I tend to agree.