Emotional Investor
12-03 12:11

Personally, I'd like December to stay flat. November was nasty for my portfolio. But I'm not about one or two months. I am the emotional investor, most follow the Vix, and listen to the daily nonsense. I just look at the fundamentals of a company, particularly its management, and strategy going forward. My biggest issue right now is generating more income to buy more shares in amazing companies that will go insane. Not daily, not monthly, but a year from now

# Market Turns Higher: Will the December Rally Last?

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  • Emotional Investor
    ·12-04 13:58
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    Ok, think I responded to you Dave on my thread but gave you the insane list. For context, my DCA for rklb is $4.60, for asts it’s $25, pltr it’s $69. Iren and eose only just finished DD so both rubbish ATM, cause I just started to build a position like a month ago. On growth stocks that I identify, it’s generally a year to two years til they fire and 10x, but normally they IPO’d 5 years ago, went crazy, then seriously crashed. Go sideways for another three years. And then, if they are alive still, it’s business time. I look at financials obviously, but it’s management, strategy and execution that floats my boat.
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  • Emotional Investor
    ·12-04 13:36
    Sure, I invest predominantly in growth stocks with a long term view of 5+ years. I also invest in very unsexy dividend stocks that really just smooth out some of the volatility and provide income. But I’m picking you want the growth stocks.
    $Rocket Lab USA, Inc.(RKLB)$, $AST SpaceMobile, Inc.(ASTS)$, $BlackSky Technology Inc.(BKSY)$, $IREN Ltd(IREN)$, $Eos Energy Enterprises Inc.(EOSE)$. There are others too, but im kinda all in on a few space stocks, a data center and energy producer, and a battery manufacturing business. I also own AMD, NVDA and PLTR.
    My play is basically looking at the future, and that is space, Ai and the infrastructure that is needed to support it. If you look through my previous articles you will find lots of my thoughts on all of these companies. I don’t tend to dive really deep in articles but I certainly could. Many of the companies listed above are not yet making profits, and have been diluted. But the dilution is very misunderstood. I’ll explain soon
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  • DaveGenius
    ·12-03 21:47
    Would you mind sharing your insane list?
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