Tuesday morning I sold every position I owned and put the entire book into one stock. Nine exits, six of them green, and the reasoning behind a decision that is either the best one I have made or the one I will be writing about for a year.
Balls.. It takes a different personality to go ‘All In’ on a FCF negative business, Just trusting the data. If you win, You’ll have a story.. If this sucks, also you’ll have a story 😅.
Hi SC! New subscriber here! I'm impressed by your boldness of running a single stock PTF. What's Merlin price treshold above which you'll start taking partial profits to deploy to other names?
Hi shawarma, do you have a feeling about when the anouncement e.g. about the task order will come? Will it arive before mid sept? Kind regards, Quinten
good luck mate
thank you
You have gone nuts. But sometimes nutty people are right so fingers cross
Winners here!!!
Balls.. It takes a different personality to go ‘All In’ on a FCF negative business, Just trusting the data. If you win, You’ll have a story.. If this sucks, also you’ll have a story 😅.
Cheers
cheers!
Hi SC! New subscriber here! I'm impressed by your boldness of running a single stock PTF. What's Merlin price treshold above which you'll start taking partial profits to deploy to other names?
$6-7 ideally
Hi shawarma, do you have a feeling about when the anouncement e.g. about the task order will come? Will it arive before mid sept? Kind regards, Quinten
Seems like October!