11/6/25 - $mdalf - Hrm. Buying more... sus px action11/6/25 :: VROCKSTAR :: OTC:MDALF
Hrm. Buying more... sus px action
- so much for being mostly cash
- even this guy is looking for a MSD++ year, ugh
- but realistically, i remain high cash
- and a LOT of the stuff i've been building positions in (the "LEAP book") are down 20 to 60% on the year and honestly that's the point
- here's another one
- sheesh. people LOVED it at $35 and they can't be bothered to care at half off
- these guys supply most space satellites in one way or another
- they're actually a profitable company
- actually have a backlog
- so perhaps there's something fishy here. TBH I'm keeping it small, but today it's now a 2% position and my trigger is to make it 3% once we get to the $12-13 region and i've had a chance to come up for air.
- stay sane out there. the index doesn't tell the story. we are in a consumer recession/depression and many stocks are already deep recession/ correction.
- it's these times in 2H of 4Q and 1H of 1Q where people act all irrational. they cut losers to offset winners... and you get great deals. good names get sold and they should keep running
- stay plugged in.
- this is the hard part. and this is where the money is made, always, without exception. just be careful about the leverage and stay nimble.
V
