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After the Q1 $TMDX earnings presentation, scorpion had made a big deal about the large number of accounts receivable featured in the $TMDX balance sheet. Scorpion mentioned how management was cooking the numbers. Guess what? $TMDX collected the shit out of those accounts and they

Haven't done anything today yet. Generally a good day for the portfolio with $TMDX, $APP, $APLD and $RDDT performing well. Will close out my $PLTR short this afternoon due to earnings.

Everyone is talking about $UNH but perhaps we should be looking at $ELV instead. Seems to be outperforming UNH on just about every metric and has a more attractive valuation.

This is one of the reasons $LMND has never been a big position for me. The big players have the money to use AI in their own business the same way that LMND does. They may be behind the curve, but they are all rapidly moving to become state of the art. I am not convinced that

Did some small trims today - $APLD, $HROW, $HIMS and $RKT. Will buy the shares back if I get a good opportunity in the next couple of months.

Ended the day up 3.15% on the strength of $TMDX, $APP, $RDDT and a couple of others. Not much red on the screen at all today. Now waiting on $HIMS to report....Not much of my position left but I'd love a chance to buy some back lower.

How many of you could really do this?

Mixed bag from $HIMS. Light on revs, small beat on earnings. Weak guidance for Q3. This is why you trim shares as valuation becomes less compelling. Great business, but price got ahead of itself.

We'll likely see estimates for $HIMS come down slightly over the next few days. Shouldn't be too crazy though. Guidance is more or less in line with current estimates, with maybe a slightly lower midpoint. They were just trading a too rich a multiple.

I'll reshort $PLTR if they are trading here tomorrow morning. But this is why I don't hold shorts into earnings - I short insanely valued companies, which became insanely valued by having a proven track record of exploding on the slightest hint of good news.

I couldn't do it but I guess using pillowcases stuffed with all the cash they've made is helping.....

Back in my $PLTR and $AXON shorts. Earnings reports were good for both but valuation is millions of miles ahead of the fundamentals. I'm not betting against these companies, but they are a good hedge against my longs.

$FOUR posted decent if not great earnings this morning and basically confirmed guidance. Was cheap before the release, and I think a 15% drop is way too much. Adding here. The problem is that $FOUR always seems to be cheap. They don't get much love. But in the mid 80s, it is

I'm seeing some attractive valuations in places, but I'm reluctant to commit to a big position in Aug/Sep without a bigger pullback in the overall market. Did adds today on $FOUR, $APP an $IREN but kept it very small. Trimmed a little on $RKT and $APLD. Shorted $PLTR and $AXON

I didn't even realize I had Youtube Music with my premium subscription. I'm going to try it at the gym tonight and if all goes well....bye bye Spotify.

$FOUR is now a 5.1% position. I'f we weren't facing the headwinds of Aug/Sep season, I'd probably be a couple points higher.