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Strategies & Market Trends
An SI Board Since October 2021
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Emcee:  Harshu Vyas Type:  Moderated
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36GEOS I am probably too early in my entry and likely screwed up as support isnSean Collett1May 26
35I noticed. Looks like some roadkill because of the revenue BUT with the buybacksSean Collett-May 26
34Saw GEOS is in your favourite stocks. I've tried to figure it out and I likeHarshu Vyas-May 25
33I'd be careful here. Seems revenues + profits are falling off a cliff in recHarshu Vyas-May 25
32I also was tempted by China a few months back, but think it's madness. ItHarshu Vyas-May 25
31Also, since this is a Burryology board, anyone have any thoughts on the recent BSean Collett-May 25
30One with some likely support is MCFT (MasterCraft Boat Holdings, Inc) so I made Sean Collett-May 25
29$SGU looks very attractive. Too scared to jump in now; waiting for a low to formndxcharm-May 21
28Nice. They're buying both stock and debt back aggressively. As I say, I justHarshu Vyas-May 21
27I added a position of CCSI on 5/10 at $18.58/s and up to $20.13/s (8.3%). Thank Sean Collett-May 20
26They were a spin off from ZD. I think it's very reasonable. I just didn'Harshu Vyas-May 10
25Hmmm not a bad pick looking at it quickly. Revenue is barley down, debt is trendSean Collett-May 10
24What about CCSI? 4x FCF, 4x earnings, 3x forward earnings. I know you like FCF. Harshu Vyas-May 10
23So less traditional value and more contrarian plays and felt they fit the "Sean Collett-May 10
22Closed this out today at $1.55/s. Probably has more to go but I got the 50% I waSean Collett-March 1
21Been thinking about those Alphabet and Amazon positions - I think it's a litHarshu Vyas-February 25
20I missed that turnover quote (or failed to understand it when I last read it) soHarshu Vyas-February 14
19Speaking of road kill, I picked up shares on the OTC for LTRPA as it's movedSean Collett-February 14
18I'm not disagreeing on support as it is clearly there as I noted. My point wSean Collett1February 14
17Disagree about QRTEA - there's definitely support there so that's not hiHarshu Vyas-February 14
16<< Plus, the consistently high portfolio turnover - this is not what he usSean Collett-February 14
15Dr Burry's 13F has been filed and I can't help but wonder if this is reaHarshu Vyas-February 14
14I bought in couple of days ago but had to exit as my stop loss triggered. I'ndxcharm-12/6/2023
13I added $SIRI to my portfolio yesterday at $4.56/s as I believe Liberty Media wiSean Collett-12/6/2023
12<< Few observations - why would you want to buy puts on a company you'Sean Collett-11/17/2023
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