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Turtles all the way down

Turtles all the way down
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Turtles all the way down

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13 Feb 2025 06:01Syndicated

Reviving two old ideas

I have again taken a position in Atea Pharma (AVIR). I wrote this up a little over a year ago and flipped it for about a 20% profit within a few...

14 Jan 2025 06:15Syndicated

Closing 5 ideas | Jan 13, 2025

I am taking several off the list, first one being Angiodynamics (ANGO) written up here . It jumped in the past week on a slightly improved forecast...

28 Oct 2024 20:35Syndicated

Closing 5 ideas

First I sold my Berry Global (BERY) shares (mentioned here a few days ago ) and my opinion on the spin-off transaction went from being neutral to...

24 Oct 2024 19:41Syndicated

Berry Global, Part II

This is a reactivation of an old idea Berry Global (BERY) that I wrote about 2 years ago. It is basically a roll up in the plastic packaging business.

bullishLufax Holding
28 Sep 2024 05:33Syndicated

Chinese Animal Spirits

I am quite sick so I will keep it short. I am closing Lufax (LU) here and would at least take something off the table for JD holdings (JD) ....

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