Not too brag but seem to have a knack for avoiding yield traps ($MPW, $MMM, $PFE, $AQN, many others, now $LEG.) Just a few metrics: Debt/EBITDA (>3 danger), EBITDA/Int Exp (<4 danger), FCF payout ratio (>80% danger). Has me concerned about $PEP right now. Volumes👇, sales 👆,bad

Is $VERV & $PRME fucked for ultimately fundamental reasons? Got Qs about $CRBU too. I’m down huge on those 2 stocks, doing well overall but “want to water the roses and trim the weeds”. Playing out as I thought, a VC approach, huge winners that overwhelm the losers. Thoughts? 🙏

$EBAY is the biggest POS company to deal with ($PYPL is worse). FFS, trying to build out Boston sports stars album to put on wall. Simple, right? Wrong! Impossible to update current address, C/C, phone # etc. Have NFI where/if my John Bucyk rookie card will show up. WTF eBay

Ouch Tesla

$SANA on the move yet again! Neck & neck with best performer $TMDX. $TWST in 3rd “Show” position. Some horses that came up lame (down big) & need to make unemotional decisions about. Namely, $TXG, $ARWR & my favorite feline focused biotech $SDGR. Any & all thoughts most welcomed.

YTD update on Biotech Acct: +1.7% overall (ex/$XBI & Cash, +8.2% 🤔). Last 3 mos of ‘23 +17%. YTD Best stocks $TMDX+78% $EXAI+70% $MLTX+51% Worst stocks $TXG -26% $ABCL -17% $ALNY -16% Biotech2k Gene Investing w/Anthony 🧬 Wei Zhao @galenlittle Dirk Haussecker CRISPR GLENN🧬🧠👽💪🏻📈 Jasbinder (Jessie) Chimni (My Opinions only)

$ALNY on the move today! investors.com/news/technolog…

$RXRX is killing me today, because of the secondary stock offering (yes it is large but it buys them time). I’m still a believer in the science and ultimate success of the company. What do y’all think?

Oh, come on. This CAN’T be just a coincidence!!! 😳 #TraitorTrump

Wow, what a week it’s been! Biotech portfolio up 10% in past five days. Yes, I realize $XBI is up ~8% but I think I’m invested in some great LT cos, that will beat index. Thx to everyone in the “Crew” & Anthony in particular. Appreciate all your wisdom, advice & stock recos 🙏.

The cat company $SDGR on the move today. Up 6% today.

FUN FACT: Donald Trump crashed the market in 2020 down to 18,988. Today's close was at 38,703. The top 10 DOW drops were all under Donald Trump.

Walmart didn't just *happen*. The rise of Walmart - and Amazon, its online successor - was the result of a specific policy choice, the decision by the Reagan administration not to enforce a key antitrust law. 1/

Scintillating analysis. Mr. Doctorow speaks the #truth

Is this a solid strategy from an options “expert” trying to sell me his course/coaching? Coach Mak | Know Your Money Rolf Stocks&Options DM came in at 2:30am. “lol I don’t really read what you wrote earlier just busy with the market sorry for that.”

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$ADBE has gone precisely nowhere for four years. Failed Figma acq. was a sign of weakness not strength. AI is a real threat to the company. Even the strongest moats can be breached over time.

Does anyone out there use Factset? If so, do you know the FDS formula to get latest reading for Money Flow Index? Total crapshoot when on $FDS support chat. No idea who you’re going to get. Current person been chatting with obviously has NFI what they’re doing.

YTD Divs & Int Income: $485,506 Trying to boost further by selling options. Still very early on that; going small, learning all I can, getting my “at bats” in. 2025 will push harder. It takes money to make money.

Basic options Q: Rolf Stocks&Options OptionHans @level_options Coach Mak | Know Your Money Options selling with Christian Beyond premium collected, I’m up 77% - 200% on three CCs exp 10/4. Would you close those now? Also, given Theta decay they’re likely to go to 0 on exp, so I’d only keep option premium, no? 🙏