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I pick individual stocks. No ETF's. I'm up 25% in 22 months of long holding my stocks. I do add on dips. I've also trimmed some stocks, as they approach (what I think) is resistance. I bought stocks near all-time lows. I looked at ROKU and thought, "wow. that's low." …
Wait, the stock that’s down 98% in the last 5 years, 50% the last year alone is classic accumulation? This isn’t even trying very hard. There’s plenty of other names to choose from that aren’t $1. This is hilarious Edit: — this is a text I sent to a buddy …
I can’t find a single wide moat business trading at a valuation that will give good returns over 5-10 years. However, there are opportunities to buy ‘ok’ businesses at attractive prices… not a a lot but still decent upside. For example, ABEV under $2.31, YUMC under $42, Nice under $109, …
DECK
Save this post because I will be completely wrong: $CNI, $CP, $TOST, $LIN, $URI, $CB, $DECK. These picks will underperform everyone else's picks on the planet because I am dog shit at stock picking.
LULU, DECK, ELF, CROX
NVO DECK ULH
I think CRM, ADBE, DECK, ZTS are good value. All highly profitable. I recently bought ACN.
Hahahahah.. I own DECK, LULU and CMCSA
These are my picks:CMCSA under $40, LULU under $200,DECK under $87, CROX under $84, IPAR under $79 and PYPL under $58. I generally don't hold stocks forever. If they exceed 1.5 times my assessment of fair value, I sell them over time. Or after 3 years.
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Total Off-Exchange Volume: 1.6 million
Values over 50% Short often indicate hidden bearish pressure from institutions.
🏆 Master Buzz Score: 4/15
Capitol Trades
| Date | Politician | Amount |
|---|---|---|
| Oct 24, 2025 | Ro Khanna | $8,000 |
| Oct 02, 2025 | Ro Khanna | $8,000 |
Insider Trades
| Date | Insider | Value |
|---|---|---|
| No recent trades found. | ||
Institutional Holdings (Whales)
| Institution | Shares | Value | % Held | Date |
|---|---|---|---|---|
| FMR, LLC | 20,451,735 | $1.8 billion | 0.1403% | Sep 30, 2025 |
| Vanguard Group Inc | 17,146,658 | $1.5 billion | 0.1176% | Sep 30, 2025 |
| Blackrock Inc. | 14,591,900 | $1.3 billion | 0.1001% | Sep 30, 2025 |
| State Street Corporation | 6,379,948 | $561.6 million | 0.0438% | Sep 30, 2025 |
| Geode Capital Management, LLC | 4,029,839 | $354.7 million | 0.0276% | Sep 30, 2025 |
| Invesco Ltd. | 2,740,422 | $241.2 million | 0.0188% | Sep 30, 2025 |
| JPMORGAN CHASE & CO | 2,259,214 | $198.9 million | 0.0155% | Sep 30, 2025 |
| NORGES BANK | 2,163,929 | $190.5 million | 0.0148% | Jun 30, 2025 |
| Morgan Stanley | 2,114,809 | $186.2 million | 0.0145% | Sep 30, 2025 |
| Viking Global Investors, L.P. | 1,726,926 | $152.0 million | 0.0118% | Sep 30, 2025 |

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