Weekend Research

Tonyco joined discussion · Oct 12, 2024 09:01

Another good stretch. In the end, we gained 2.42% this week.

Top winners for me were

$Vertiv Holdings (VRT.US)$

$NVIDIA (NVDA.US)$

$Esperion Therapeutics (ESPR.US)$

$ACM Research (ACMR.US)$

$Avenue Therapeutics (ATXI.US)$

My top losers were:

$Metagenomi Technologies (MGX.US)$ - Sued for securities fraud, lied about relationship with Moderna in IPO last Feb.

$e.l.f. Beauty (ELF.US)$ - Continued sell off due to Buffet's investment in Ulta Beauty and overall Old Money ignorance to newer generational spending.

$X4 Pharmaceuticals (XFOR.US)$

CEO sold 150k of shares, freaking people out. X4 had lower than expected revenue, so they are on the chopping block if they don't exceed next earnings in November.

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