Peter Paul D’Augustino (@small_midcap) 's Twitter Profile
Peter Paul D’Augustino

@small_midcap

MD @ The 11th Ward Fund. Occasional documentation of the funds performance.

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calendar_today17-03-2023 14:15:21

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Thomas Skinner ⚒ (@iamtomskinner) 's Twitter Profile Photo

Meat, Beer & Milk. It’s all you need. Lift heavy. Laugh a lot. Love & be there for your family. Look after your friends. Graft like a lunatic. Looking forward to getting in the gym tomorrow. Bosh❤️

Meat, Beer & Milk. It’s all you need. Lift heavy. Laugh a lot. Love & be there for your family. Look after your friends. Graft like a lunatic. Looking forward to getting in the gym tomorrow. Bosh❤️
Peter Paul D’Augustino (@small_midcap) 's Twitter Profile Photo

My positions and focus list. Less is more. Heavier bets and larger % sizing, and much more conviction being built up in my trades. You find the best ones by tracking a list of top growth names and witnessing them exhibit RS in real time.

My positions and focus list. 

Less is more. Heavier bets and larger % sizing, and much more conviction being built up in my trades. You find the best ones by tracking a list of top growth names and witnessing them exhibit RS in real time.
Peter Paul D’Augustino (@small_midcap) 's Twitter Profile Photo

#1: Market Conditions > 20EMA on S&P #2: Security Selection: gotta be in the right stocks. Relative strength + liquidity + theme. Generally best to chart relative strength in low/no dividend growth stocks. That’s pretty much it. Find a way in these names. $ORCL

#1: Market Conditions > 20EMA on S&P 

#2: Security Selection: gotta be in the right stocks. Relative strength + liquidity + theme. Generally best to chart relative strength in low/no dividend growth stocks. 

That’s pretty much it. Find a way in these names. $ORCL