@stablebread · Long NBIS

My investing thesis in a nutshell (w/examples): 1) Buy with a strong margin of safety or stock price near/below cash and/or book value. 2) Buy in industries and/or markets where the money is flowing. Makes it a lot easier. 3) Buy the best early and/or the most overlooked in that

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Since the call—

unrankedThe analyst's rank today

High · 0.90Confidence

Sun, Oct 4Tweeted

Mon, Oct 5 closeCounted from

55% of the basket · day 15fades out by Nov 15

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