Bryanboy93
Bryanboy93
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avatarBryanboy93
39 minutes ago

Five stocks I own crashed after earnings.

I wrote an article this week about five stocks I personally hold that dropped hard after earnings. I wanted to share it here because this is the uncomfortable part of investing most people dont talk about.  In my case, some drops look like expectations resetting, while others force me to seriously question my thesis.  Im not claiming this approach is right for everyone. Curious how others here decide whether to hold, add, or cut after earnings driven sell offs.  Original article here: https://drwealth.com/5-stocks-that-crashed-this-week-after-reporting-earnings-and-i-hold-all-of-them-heres-whats-im-doing-loser-alert/ ‌$Advanced Micro Devices(AMD)$  ‌$Estee Lauder(EL)$  ‌‌
Five stocks I own crashed after earnings.
avatarBryanboy93
02-06 21:17

Is the growth stock sell off just a temporary correction?

I read a Finbite Insights article framing the recent sell off as a broader growth stock repricing, not just a software issue. The macro explanation around rates and valuations makes sense, but I am not sure it fully captures the risk of prolonged underperformance. When growth narratives unwind, multiples often stay compressed longer than expected even if earnings hold up. Original article here: https://finbiteinsights.substack.com/p/not-just-software-growth-stocks-whacked ‌$Salesforce.com(CRM)$  ‌$Uber(UBER)$  ‌‌$Intuit(INTU)$  ‌‌$ServiceNow(NOW)$  ‌‌$Adobe(ADBE)$
Is the growth stock sell off just a temporary correction?
avatarBryanboy93
02-05 16:28

Don't agree with this article

I read an article by Dr Wealth attributing Indonesias sharp market drop mainly to MSCIs investability comments. I understand the index driven selling argument, but I am not fully convinced this should be seen as a clear opportunity. MSCI doesnt usually raise these concerns lightly, and issues like free float and market access tend to take time to resolve.  Even if selling pressure eases, capital might not return quickly.  Original article here: https://drwealth.com/indonesia-stocks-plunge-16-after-msci-questions-investability-whats-going-on-and-is-this-an-opportunity/
Don't agree with this article
avatarBryanboy93
2024-11-07
avatarBryanboy93
2024-10-05
avatarBryanboy93
2024-10-05
avatarBryanboy93
2024-10-04
avatarBryanboy93
2024-08-23
$Guzman y Gomez Ltd(GYG.AU)$ don't doubt gyg. Just walk around and see how crowded it is
avatarBryanboy93
2024-08-05
avatarBryanboy93
2024-07-22
avatarBryanboy93
2024-07-10
avatarBryanboy93
2024-07-06
$Ryde Group(RYDE)$ honestly, in all honesty, I'm not super bullish on the company. But the way the price action adheres to TA is unbelievable. It's almost like the big bois and I using the same technical indicators. 
avatarBryanboy93
2024-07-05
avatarBryanboy93
2024-07-05
$Tesla Motors(TSLA)$  talk about perfect timing.... No skills what so ever. Just buying when market hated this company the most 
avatarBryanboy93
2024-06-07
$GameStop(GME)$ here we go again 
avatarBryanboy93
2024-06-03
$GameStop(GME)$ thank you 
avatarBryanboy93
2024-06-01
$Grab Holdings(GRAB)$  I just want to say that I'm a grab bull. With small capital my job is to take calculated risks. My money is safe in stocks like Apple but It won't 5x in my lifetime.  I like Grab. 
avatarBryanboy93
2024-05-21
$XIAOMI-W(01810)$ good trend. 
avatarBryanboy93
2024-05-16
$Grab Holdings(GRAB)$  grab has gone through 2years of consolidation. I watch the stock everyday. Only time will tell. 
avatarBryanboy93
2024-05-14

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