“Medical CRM software provider; battered by AI nonsense”
Portfolio (I thought I'd dump this and some discussion)
Veeva Systems serves a specialized medical CRM niche but has been battered by AI sector concerns. The author holds but implies near-term weakness despite specialization.
Portfolio (I thought I'd dump this and some discussion)
Bullish on Uber as the dominant platform gateway; skeptical that autonomous vehicles will be transformative, positioning Uber as the intermediary regardless of vehicle operator.
At post $71.99·Now $71.08-1.3% since postedas of Sep 9, 4:31 PM ET
Portfolio (I thought I'd dump this and some discussion)
Salesforce has been impacted by AI concerns and SaaS headwinds. The author holds but indicates skepticism about near-term prospects amid industry-wide selloff.
At post $190.99·Now $244.16+27.8% since postedas of Sep 9, 4:30 PM ET
“Information services company; battered by AI nonsense”
Portfolio (I thought I'd dump this and some discussion)
RELX has been beaten down by AI hype impacting information services. The author holds but implies near-term weakness despite potential long-term recovery.
At post $36.51·Now $34.25-6.2% since postedas of Sep 9, 4:30 PM ET
Portfolio (I thought I'd dump this and some discussion)
Bullish on BYD as a world-class EV manufacturer with superior product quality; new European factories will provide tariff-free market access and drive long-term growth.
At post $86.32·Now $75.41-12.6% since postedas of Sep 9, 4:30 PM ET
“Owns shares; originally bought on UK recession thesis, now turning around under new CEO”
Portfolio (I thought I'd dump this and some discussion)
Holding British discount retailer as a position that has benefited from recession expectations and is now seeing positive management change. Mixed conviction with both thesis (recession play) and operational improvement.
Portfolio (I thought I'd dump this and some discussion)
Bullish on Autodesk's competitive moat in CAD software; the author believes no one will abandon CAD software despite AI concerns, viewing current weakness as temporary.
At post $237.21·Now $206.62-12.9% since postedas of Sep 9, 4:30 PM ET
Portfolio (I thought I'd dump this and some discussion)
Long-term bullish on Alibaba as a fundamentally sound company, driven by positive personal experience with AliExpress and confidence in the core business despite AI hype.
At post $128.99·Now $109.40-15.2% since postedas of Sep 9, 4:30 PM ET
Portfolio (I thought I'd dump this and some discussion)
Adobe has been hammered by AI concerns and the broader SaaS selloff. The author bought too early and is holding, implying a cautious or downside view on the near-term outlook despite long-term optionality.
At post $257.49·Now $254.86-1.0% since postedas of Sep 9, 4:30 PM ET