Common Sense Analysis @AJMCommonSense

35k Portfolio started 1/1/25. Giving weekly opinions/reads. Not financial advice. $CROX $TSM United States Joined June 2024

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Common Sense Analysis @AJMCommonSense

13 hours ago

Annoyed I didn’t pull the trigger on $BLBD came across it April when it was at $35 fast forward to today it’s at $58 Up 65% in just under 6 months. Had it on my watchlist but didn’t want to sell existing positions to start this one.

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Common Sense Analysis @AJMCommonSense

13 hours ago

I like $ITRN at $33.77 my fair value is closer to $45 currently based on their increased dividend, continued expansion and solid subscriber growth. Also trust the management teams here.

Common Sense Analysis @AJMCommonSense

9 months ago

I like $ITRN at $33.77 my fair value is closer to $45 currently based on their increased dividend, continued expansion and solid subscriber growth. Also trust the management teams here.

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Common Sense Analysis @AJMCommonSense

13 hours ago

My $CROX stock down about -13%. It was down a lot more but it bounced from the 52 week low $73 currently at $86.45. My fair value for this stock is $150 based on their strong FCF and consistent share buybacks

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Common Sense Analysis @AJMCommonSense

4 months ago

wwd.com/footwear-news/… $CROX

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Common Sense Analysis @AJMCommonSense

6 months ago

Solid article on the history of $CROX

Quartr @Quartr_App

6 months ago

Solid article on the history of $CROX

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The Transcript @TheTranscript_

6 months ago

$GOOG $GOOGL Alphabet CFO: "What we're seeing with AI Overviews is when someone has served with an AI Overviews,...they do get more information. And they tend to then come back for more complex and longer queries...AI Overviews at the same rate as non-AI Overview search, which is…

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Common Sense Analysis @AJMCommonSense

6 months ago

Portfolio update as of 3/2/25 Sold $BLDR today to buy $TSM. Took a loss of -3.5% A lot more changes so early on that I had planned but I think they were the right moves only time will tell. Current Portfolio right now 1. $CROX $98.76 2. $TSM $177.94

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Common Sense Analysis @AJMCommonSense

6 months ago

$TSM $165B investment. $65B they had previously announced with was for 3 fabs. Additional $100B will be for 3 chip fabrication plants, 2 advanced packaging facilities and a major R&D center. The $100 billion would be eligible for a 25% manufacturing investment tax credit under…

The Transcript @TheTranscript_

6 months ago

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Common Sense Analysis @AJMCommonSense

6 months ago

$TSM continues to invest in the U.S. The more they can invest and build outside of Taiwan whether that be in the U.S, Europe, or Japan the better I feel about the china risk.

unusual_whales @unusual_whales

6 months ago

$TSM continues to invest in the U.S. The more they can invest and build outside of Taiwan whether that be in the U.S, Europe, or Japan the better I feel about the china risk.

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Common Sense Analysis @AJMCommonSense

6 months ago

Bought $TSM today at around $177. At these current levels I like it. Let’s see what this announcement is.

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Common Sense Analysis @AJMCommonSense

6 months ago

$GOOG

Jerry Capital @JerryCap

6 months ago

$GOOG

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Common Sense Analysis @AJMCommonSense

6 months ago

Free advertising 😂 @QuantCompounder $CROX

Elon Musk @elonmusk

6 months ago

Free advertising 😂 @QuantCompounder $CROX

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Common Sense Analysis @AJMCommonSense

6 months ago

$CROX with a new arrival for Heydude No arguing that they overpaid for Heydude at the time but it really feels like they are reaching a turning point with the brand with new store openings, increased social media presence on TikTok and Instrgam, and new celebrity partners. Looks…

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Common Sense Analysis @AJMCommonSense

6 months ago

Also great clip of $AMZN CEO Andy Jassy talking about the the coming AI upgrade coming to Alexa. Can’t wait to see what it’s like because she could definitely use and update. youtu.be/xE6S_GJxrcQ?si… He also talked briefly on the proposed tariffs and the state of the consumer.…

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Common Sense Analysis @AJMCommonSense

6 months ago

Currently looking into $POWL which is in the electrical components and equipment industry. Was recently burnt on a position in $ATKR but going to look into them and see what I find.

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Common Sense Analysis @AJMCommonSense

6 months ago

Sold out of $ITRN at $43.30 for a return of 46%. Didn’t expect to see this move up so quickly but it reached what my estimated fair value is so I sold. Still a solid company nothing wrong with it and expect it to continue performing well but I sold to add to other positions.

Common Sense Analysis @AJMCommonSense

9 months ago

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Common Sense Analysis @AJMCommonSense

7 months ago

$MELI Currently digging into Q4 earnings. A long term position in my personal portfolio, like what I see so far. Still believe they have a huge runway long term with both e-commerce and fintech as it continues to expand in South America.