I am curious to see what you all think about closing positions when your investment thesis in a company appears broken. I may be in the minority here, but I wouldn't say I like to close positions in these companies -- say$Teladoc Health(TDOC.US)$,$Peloton Interactive(PTON.US)$,$Latch(LTCH.US)$, or$AppHarvest(APPH.US)$for me. I would love to have a "tidier" portfolio and put this money to work elsewhere, but most investors I admire have said that their biggest ...
Gainers: •$根科船務貿易(GNK.US)$+4.7% (positive Barrons article) •$NextDecade(NEXT.US)$+4.7% (files for 4618226 share common stock offering by selling shareholder) •$COMPASS Pathways(CMPS.US)$+4.7% (COMPASS Pathways presents largest ever study of psilocybin therapy at American Psychiatric Association annual meeting) •$Canoo(GOEV.US)$+3.5% (files for 48043111 share common stock offering by selling shareholder) •$American Axle & Mfg(AXL.US)$+3.7% (pr...
Latch股票討論區
愛過
A Broken Investment Thesis
I may be in the minority here, but I wouldn't say I like to close positions in these companies -- say $Teladoc Health(TDOC.US)$ , $Peloton Interactive(PTON.US)$ , $Latch(LTCH.US)$ , or $AppHarvest(APPH.US)$ for me.
I would love to have a "tidier" portfolio and put this money to work elsewhere, but most investors I admire have said that their biggest ...
專欄Today's pre-market stock movers: BNTX, JPM, RIVN, HPQ and more
• $根科船務貿易(GNK.US)$ +4.7% (positive Barrons article)
• $NextDecade(NEXT.US)$ +4.7% (files for 4618226 share common stock offering by selling shareholder)
• $COMPASS Pathways(CMPS.US)$ +4.7% (COMPASS Pathways presents largest ever study of psilocybin therapy at American Psychiatric Association annual meeting)
• $Canoo(GOEV.US)$ +3.5% (files for 48043111 share common stock offering by selling shareholder)
• $American Axle & Mfg(AXL.US)$ +3.7% (pr...
Puts on Latch heading down 9/30
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