Global Value Hunter
@stockjock84Personal account. Focused on global value + catalysts
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For all the hype about #semi capex, the semi cap equipment names have been acting blah for 9 months at this point. Looks like forward estimates are beginning to roll. Guess time will tell $AMAT $LRCX $ASML
Brown Forman got lit up over the past couple of weeks -- i know trends are bad, but did i miss something $bf/b
Was the 2Q streaming decel shocker a company specific one off? 3Q reaccelerated. industry sounds confident on tiering / driving pricing + units. $UMG.NA $SPOT
$INGA.NA -- has had a great run over past few years. Chart is stalling out as fundamental metrics are doing the same
United States Trends
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Who to follow
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Upslope Capital
@UpslopeCapital -
Steven Wood
@GWInvestors -
Scuttlebutt Investor
@Scuttlebutt_Inv -
Trevor Scott
@TidefallCapital -
Redwood capital
@RedwoodCap -
Willis Cap
@willis_cap -
Fat Tail Capital
@FatTailCapital -
soonervaluecap
@soonervaluecap -
Elliot Turner
@ElliotTurn -
Ari Sass
@FullySynergized -
MoatsLikeKodak
@MoatsLikeKodak -
crossdefault
@crossdefault -
Colin King
@valuedontlie -
Uncovering Value
@stockthoughts81 -
3:10 Value
@310Value
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