Waterboy Stocks
Waterboy Stocks| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 90 | Subscribers | Read | waterboystocks.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
March
I sold all of my stocks on March 31st and did nothing before then. Waterboy is 100% cash now, up from 82% last month.
NVIDIA
U.S. prosecutors charged Super Micro co-founder and board member Yih-Shyan “Wally” Liaw, Taiwan sales manager Ruei-Tsang “Steven” Chang, and contractor Ting-Wei “Willy” Sun with conspiring to violate export control laws, smuggling, and defr...
Mohawk Industries & Bassett Furniture
MHK – Mohawk Industries is the world’s leading flooring company, manufacturing carpets/rugs, ceramic tile, laminate, wood, stone, and vinyl products for residential and commercial use.
Jamie Dimon
Bloomberg interviewed Jamie Dimon earlier this month. Below are some quotes. His basic message was that the market is complacent. Asset prices are way too high given what lies ahead.
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