I think this company still has room to grow and may be undervalued, however it is next to being scaling out for other opportunities as the space is crowded and many new therapies have advanced.
I think$ユナイテッド･ナチュラル・フーズ (UNFI.US)$ is still undervalued. Originally purchased as a longterm hold, I intend to sell instead at ~25 USD and put the capital toward other trades, likely CSPs focusing on other equities for longterm holds. A speculative hold for the longterm, though may take profit if another opportunity beckons. This is the same approach as to$マンカインド (MNKD.US)$and$イノヴァンス・バイオセラピューティクス (IOVA.US)$: Two speculative positions that I am building (similar ...
These calls performed well in theory, but I was unable to get a fill at maximum profit, which was about 90%. I’ve learned a realted lesson a few times. It’s key to trade options with a great deal of liquidity. (Or pay a fee for more obscure tickers, in order to get a more beneficial fill.) I now largely trade more popular contracts and use LEAPS to speculate in the longer term on less heavily traded equities; treating them as less capital intensive share proxies, to be traded at a ...
Exited MNKD calls up 40%, exiting SMCI short, exiting Chewy lottos. Long Nvidia, buying ASTS shares, holding UVXY December calls as a hedge (and will buy more when cheap.) Adding to leveraged BTC ETF.
I continue to hold a position in$マンカインド (MNKD.US)$which is doing well. The company has a focus on metabolic diseases. I plan to sell the contracts in September (or when they hit my target percentage.) The shares I will hold for the time being, but may sell in favor of a basket such as the$Roundhill GLP-1 & Weight Loss ETF (OZEM.US)$ETF, depending whether MNKD continues to have attractive financials and whether I am willing to pay the management fee. #Trading Journal
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