Pamlico Investing

For years, people would laugh at me for owning $PLTR $AMD $TSLA $XYZ! Now they are laughing with me. In the last 12-13 months, people are laughing at me for owning $GRAB and $HIMS. Years from now, they will be many laughing with me on these 2. I know what I own. $HIMS and $GRAB already bottomed. Sentiment is already changed, but short interest continues to rise to ATH and new ATH. I expect short sellers to lose $5-$10B on both names long term. I'm not looking for people to laugh with me. I'm just sharing what I learn on these "high quality" businesses and often got laughed at at early thesis cycle. I don't offer Financial Advice! Even with my subscribers, i remind them daily I don't offer Financial Advice! I may make bold calls, most of them turned out to be correct, I was just making them months or more than year before it actually happened. I'm addicted to misunderstood companies. Are you? Oh btw, I just learned you have to turn on notification on to see my posts, otherwise it wont show to all followers. Alright, that is it. Appreciate all the support and kind words. Please don't subscribe if you can't afford it. 99% of my posts are Free.99, if you read them carefully, you don't really need to subscribe:)). Not Financial Advice!

They’re still there. It’s just hard to say anything…. When all my recent thesis posts from $HPS.A, $IQE, $AXTI, $SIVE, $AAOI, $LITE, $NBIS, Win, Shunsin, $AEHR, $TSEM, $SOI, and many many others I call out. Just hard outperforms the market. Year to date of +1,116.29% isn’t too bad, right chat?

Rory McIlroy is an investor in Whoop, wears one of the company's wristbands while playing, and allows the brand to share his data periodically. Here are some of his Masters highlights: • 24,000+ steps on Sunday • 91,000+ steps during the tournament Rory's heart rate spiked to 135 BPM during his tee shot on 18, dropped to 121 BPM during his approach shot, fell further to 105 BPM during his winning putt, and then jumped back up to 150 BPM during his celebration. His resting heart rate for the week was 47-49 BPM. Rory says he follows a strict routine during the PGA Tour season to ensure proper rest and recovery: • No caffeine after 2 PM • Last meal at least 2 hours before bed • Magnesium and theanine for sleep quality • Blue-light-blocking glasses in the evening • Sauana or Epsom salt bath when available • Cool room temperature for sleep He follows the same three-hour routine before every round: arrive at the course → warm up in the gym → eat breakfast → hit balls on the range → putting green. Rory says he believes his focus on longevity will help him play another 10+ years at a high level, and his physiological age on Whoop is now 1.5 years younger than his actual age. Plus, it turned out to be a pretty good investment. Rory initially invested in Whoop in 2020 when the company was valued at $1.2 billion. While we don't know exactly how much he invested, Whoop recently raised another round at a $10.1 billion valuation. That's an 8.4x multiple in five years. Not bad, not bad.