Hi Paolo, I am glad you have liked the content so far and thabk you for the questions. Obviously I want you to make sure if you do join you will get a lot of value.
I have gone short in the past but have transitioned to long only with equities and options. Options are generally between 6-18 months and equities about 2-5 years though occasionally longer. Hope that helps and again if what I do doesn't line up with what you are looking for I would advise you not to join.
Hi Kyler, thinking of joining you on your journey, I'm impressed with your commitment and approach. A couple of questions: do you ever go short or only long? And, on average, how long do you keep your positions (LT or swing trading)? Thanks, Paolo
Hey Kyler! Thanks for the share and detailed description of how you roll with your investments and DD etc. I’m in your free version for now, do you send emails for each post and/or recommendations here? Thanks!
Hi Alan thanks for your comment but I will have to pass. The company loses more and more money every quarter and is diluting shareholders at more than 100% per year. Not a business I want anything to do with.
hi kyler. emerging growth is a lot different than a typical turnaround. losses and dilution are common as the company reaches inflection. this company is disrupting the freeze dried food industry with a new tech that is healthier, cheaper, and maintains higher food quality. early customers are costco and walmart with others to follow. the family is responsible for kona brewing and kettle chips. $25 mm mcap on a mission to do a few hundred million in revenue
Sounds like a really go story and exciting opportunity but unfortunately I want to bet on proven tech and companies. This company has not proven that management respects shareholders and can make the business profitable.
This just falls outside of my expertise so I have to pass. You may be 100% correct and I am ok missing it. Sorry I can't help you with the deep dive!
I Monica I dont think I follow your question. I believe all substack users can choose to get an email if they would like but maybe I am wrong in how that works.
Hi Paolo, I am glad you have liked the content so far and thabk you for the questions. Obviously I want you to make sure if you do join you will get a lot of value.
I have gone short in the past but have transitioned to long only with equities and options. Options are generally between 6-18 months and equities about 2-5 years though occasionally longer. Hope that helps and again if what I do doesn't line up with what you are looking for I would advise you not to join.
Hi Kyler, thinking of joining you on your journey, I'm impressed with your commitment and approach. A couple of questions: do you ever go short or only long? And, on average, how long do you keep your positions (LT or swing trading)? Thanks, Paolo
Hey Kyler! Thanks for the share and detailed description of how you roll with your investments and DD etc. I’m in your free version for now, do you send emails for each post and/or recommendations here? Thanks!
Just Discovered SubStack
do a deep dive on this one. https://www.youtube.com/watch?v=bq8QprhHR_I
Hi Alan thanks for your comment but I will have to pass. The company loses more and more money every quarter and is diluting shareholders at more than 100% per year. Not a business I want anything to do with.
hi kyler. emerging growth is a lot different than a typical turnaround. losses and dilution are common as the company reaches inflection. this company is disrupting the freeze dried food industry with a new tech that is healthier, cheaper, and maintains higher food quality. early customers are costco and walmart with others to follow. the family is responsible for kona brewing and kettle chips. $25 mm mcap on a mission to do a few hundred million in revenue
Sounds like a really go story and exciting opportunity but unfortunately I want to bet on proven tech and companies. This company has not proven that management respects shareholders and can make the business profitable.
This just falls outside of my expertise so I have to pass. You may be 100% correct and I am ok missing it. Sorry I can't help you with the deep dive!
Solid thinking! Keep up the great work and it was great meeting you!
Beautiful daughter. May God continue to bless you...
Thank you!
Awesome another girldad 😎 good luck and happy to see you are doing well!
Haha thanks!
Hi
Hi
Hi!
looks like the beginning of a very successful journey. love the disciplined approach most of all.
Thank you, that is very kind.
impressive investing maturity at your age. nice family!
Thanks!
I Monica I dont think I follow your question. I believe all substack users can choose to get an email if they would like but maybe I am wrong in how that works.
Yes long time i am waiting i want to break out my mind
Sir start
Unfortunately that detail is saved for my paid subscribers. Sorry!