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beatingthetide.comLatest Issues
Trade Alert: Closing AXIA on the ADR Delisting
Today I closed AXIA at a slight loss of -0.6%, against a cost basis of $9.77.
Cost basis of $9.77
The reason is simple. In April the board approved delisting the ADRs to concentrate trading in a single listing, the ordinary shares on Braz...
Weekly #85: Is Dell Still a Buy After a 220% Run?
Hello fellow Sharks,
What a week. By Tuesday, the portfolio was up 4.3% against 0.4% for the S&P 500, and then Friday's jobs report turned the tide. We closed the week down 3.3% versus 2.6% for the index. If you want to skip straight to th...
Weekly #84: Micron Went Parabolic. I Raised My Target.
Hello fellow Sharks,
Another breathtaking week. The market reached a fresh all-time high, up 1.4%, but the portfolio expanded +7.2%. If you want to skip straight to the numbers, jump to the Portfolio Update.
Some of you asked how I learne...
Trade alert: Closing one more position
Hello fello Sharks,
Hello fello Sharks,
Trade alert: Closing one position
Closing a position in preparation of June's monthly pick
Hello fellow Sharks,
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Engineer, MBA, CFA and portfolio manager. Sharing insights from 14 years of beating the market, blending deep analysis with real-world experience. Subscribe for actionable investment ideas and strategies.
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