Jonnagap @jonnagap
The stock market has changed my life. Nothing else comes close. United States Joined October 2020-
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Why would anyone invest in any of these funds?? $FICO has been down 33% YTD. Dev Kantesaria still owns 31% of his fund in $FICO as of the Q2 13F filing. That’s flat out irresponsible behavior! Why would anyone stick with these funds? I just don’t get it. Literally every stock…
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What’s been your most reliable signal that the market has reached “irrational” levels?
Unlike the consensus belief, $GOOG biggest threat may not come from another advanced model. I believe it will come in the form of an AI powered browser from either OpenAI or Perplexity. I can quite easily envision a browser from one of these players take hold and capture the…
ALERT!! $UNH CEO Stephen Helmsley made his biggest purchase ever. Over $25 Million! CFO John Rex buys nearly $5 Million. This is not just any new CEO. He already owns $300 million worth of stock. He is also the Chair of the Board and was CEO for a decade till 2017 when $UNH…
Changed my mind and bought a full position in $UNH yesterday after hours. I believe $UNH outperforms the S&P over the next 12-24 months even though I still dislike the sector for the very long term. Here are my reasons. 1. Incoming CEO is the best one they have had in the…
With each passing day, Buffet looks more and more smarter. This may be his last masterclass and what a fitting way to finish 🙏
Let’s say the extreme turbulence lasts for 6-12 months. Which companies continue to win (even strengthen) no matter what the short term end game is with tariffs, interest rates and economic growth? I think a company’s ability to provide confident guidance in the upcoming…
Thoughts from a longtime $GOOG shareholder $GOOG needs inspirational leadership and it needs to happen right away. Not a manager (which is what Sundar is). Imagine Satya or Dara $UBER or Bill Mcd $NOW with a company like $GOOG. Satya took a $MSFT that was left for dead and…
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