$BBY $AIG $AAPL $Y $DEXO $SPMD $HTCH $NFLX $CYBX
BBY - Best Buy is still pretty cheap, but not as cheap as it was... if you own it, I'd continue to hold and look to sell around $20.
AIG - worth $50+. I like the warrants. the guy who runs FAIRX has a very simple and blunt perspective that i agree with.
AAPL - margin compression is the theme... has been for perhaps a year now.
Y - Worth $30+
DEXO/SPMD - this is going to be a long road... paved with what appears to be 100% annualized gains across the next 4 years or so.
HTCH - worth $10 I figure. There's a guy in laporte indiana that i'm sure is having a blast making millions off of this company. you know who you are! good work.
NFLX - i figured that it was too cheap at $100. I'd be liquidating at these higher prices.
CYBX - it went from too expensive to too expensive. steer clear
as always, the theme is 100:1... embrace the concept that you can make 100x your money... and that you should not confuse activity with achievement
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Glen's Musings — AI, investing, and building things. Occasional. Free.
Glen Bradford
Investor · Builder · Writer
MBA from Purdue. Former hedge fund manager. Holds 26 series of Fannie Mae and Freddie Mac junior preferred stock. Built Cloud Nimbus for Salesforce consulting. Author of Act As If. Writes about investing, building things, and the longest financial fraud in American history.
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Read moreDisclaimer: This blog post reflects the author's personal opinions at the time of writing and is not financial, investment, or legal advice. Glen Bradford holds positions in securities discussed on this site. Past performance is not indicative of future results. Do your own research and consult qualified professionals before making investment decisions. Some content on this site was generated or edited with AI assistance.