Long River Holding

@longrivercm · ranked 4 of 7 scored days

Unranked

Score

Rank · last 14 scored days

Streak: 0 days
Scored days: 7in the 30-day window
Active calls: 7

Return · last 30 days

Total

+0.6%

Last close

-0.7%

Win rate

41%

Active calls · a call counts fully for 14 days, then fades out by day 42

GLD·Long·day 26· fading

fades out by Sep 19

JD·Long·day 9

counts fully until Sep 8 · fades out by Oct 6

MTZ·Long·day 9

counts fully until Sep 8 · fades out by Oct 6

LULU·Long·day 9

counts fully until Sep 8 · fades out by Oct 6

GDX·Long·day 26· fading

fades out by Sep 19

EWZ·Long·day 1

counts fully until Sep 16 · fades out by Oct 14

AMC·Long·day 11

counts fully until Sep 6 · fades out by Oct 4

Calls, newest first

Read as: Exit PDD · High confidence

before the scored window →

Long River Holding@longriverCM
Time for that hug and gift again. $PDD
1d agoview on X ↗

tweeted Thu, Sep 3 · counted from Fri, Sep 4 close

Read as: Long EWZ · High confidence

1 scored day since →

Long River Holding@longriverCM
$EWZ I probably wouldn’t bet against Stanley Druckenmiller. Now $EWZ is one of my largest position. :)
2d agoview on X ↗

tweeted Wed, Sep 2 · counted from Thu, Sep 3 close

Read as: Mentions SPGI · Low confidence

3 scored days since →

Long River Holding@longriverCM
One of the more interesting developments in the current macro environment is watching Scott Bessent move from criticizing Treasury debt management from the outside to confronting the exact same constraints from the inside. $SGOV $TLT Back in 2023, Bessent was highly critical of
4d agoview on X ↗

tweeted Mon, Aug 31 · counted from Tue, Sep 1 close

Read as: Long HHH, Long TWI, Long INTR · High confidence

7 scored days since →

Long River Holding@longriverCM
$HHH added more today. $TWI added more today. $INTR added more today. I love buying things at a lower cost.
8d agoview on X ↗

tweeted Thu, Aug 27 · counted from Fri, Aug 28 close

Read as: Mentions GBX · Low confidence

7 scored days since →

Long River Holding@longriverCM
$GBX Greenbrier is a cyclical railcar manufacturer attached to an increasingly valuable leasing platform. The manufacturing business gives you upside when the railcar replacement/order cycle recovers, while the growing lease fleet provides recurring revenue and asset-backed
9d agoview on X ↗

tweeted Wed, Aug 26 · counted from Thu, Aug 27 close

Read as: Long MTZ · High confidence

7 scored days since →

Long River Holding@longriverCM
$MTZ For those of you who know me, I like to learn about macro, hate relying purely on story and narrative, and prefer businesses I can actually understand. The macro narrative around U.S. infrastructure modernization and industrial re-shoring is everywhere, but the real
10d agoview on X ↗

tweeted Tue, Aug 25 · counted from Wed, Aug 26 close

Read as: Long JD, Long PD, Long TME, Long MTZ, Long LULU · High confidence

7 scored days since →

Long River Holding@longriverCM
$JD $PDD Definitely will remain bullish about these two. $JD more than $PDD. I am actually not following their eco system plan & investments. But $PDD’s balance sheet is too good to pass up. Added $TME and $MTZ and $LULU as well. Good night everyone!
10d agoview on X ↗

tweeted Tue, Aug 25 · counted from Wed, Aug 26 close

Read as: Mentions TLT · Low confidence

7 scored days since →

Long River Holding@longriverCM
Stanley Druckenmiller’s Bond Short Is Starting to Get Interesting $TLT I came across this Stanley Druckenmiller interview with Morgan Stanley recently, and after going back through what he actually said about his bond short, I found the trade much more interesting than the
11d agoview on X ↗

tweeted Mon, Aug 24 · counted from Tue, Aug 25 close

Read as: Long PDD · High confidence

7 scored days since →

tweeted Mon, Aug 24 · counted from Tue, Aug 25 close · view on X ↗

Read as: Exit BABA · Medium confidence

7 scored days since →

tweeted Mon, Aug 24 · counted from Tue, Aug 25 close · view on X ↗

Read as: Long AMC, Long CNK · High confidence

7 scored days since →

tweeted Sun, Aug 23 · counted from Mon, Aug 24 close · view on X ↗

Read as: Exit BYD, Exit LI, Exit NIO, Exit XPEV, Long PDD, Long JD · High confidence