Daily Macro. No Noise. Just Structure
By keeping our eyes peeled and ear to the ground, we are identifying themes early, whittling down our choices and then pulling the trigger. We even announced our latest ‘Social Unrest’ pick Smith & Wesson (SWBI) at the end of May and it has returned +77.61%. We remain long guns. Teladoc (TDOC) was sourced […]
Portfolio Update June 2020 Read More »
“It is inhumane, in my opinion, to force people who have a genuine medical need for coffee to wait in line behind people who apparently view it as some kind of recreational activity.”― Dave Barry STARBUCKS LEADS THE PACK The Pandemic has seen consumer needs change dramatically. Starbucks, one of the largest coffeehouse chains in
Addiction Trumps Corona Read More »
Our ‘Social Unrest’ trade via Smith & Wesson (SWBI) is up 53.8% since our entry on 27 May and we expect more to come. It was trading as AOBC on entry but changed it’s name back to Smith & Wesson as we outlined in the original article. Our original piece: https://lnkd.in/erzs2xc We pay attention to what
Two new positions have been added to The Impartial Lens Portfolio. We opened a long position in American Outdoor Brands Corporation (AOBC) on Wednesday 27 May. From Monday 01 June, the company will change its name back to Smith & Wesson Brands. The new ticker symbol is ‘SWBI’ and will be listed on the NASDAQ. https://finance.yahoo.com/news/american-outdoor-brands-prepares-spin-200500475.html