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FFinance UnfilteredJun 23, 2025Public PostThere was an error in the Mastercard analysis. I put the Visa analysis instead, but we are not looking at a Visa long here. The update is attached. -Bobby-Documentfirebasestorage.googleapis.com
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FFinance UnfilteredJun 14, 2025Public PostThe June 15th newsletter will be posted soon, but just a quick update on positions we are currently holding or have closed out. Amazon, we are holding and currently have an 11.88% move higher in the stock. We are still holding Shopify, and we have approximately a 10.11% gain in the stock. Paychecks we were stopped out for a 1.07% loss. And Palantir, we closed out last week for a total move in the stock of plus 11.3%. This is after the prior week where we rode a 5.6% gain in Costco, a 17.29% gain in SSR Mining, and lost on a 4.19% drop in Uber. -Bobby-
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