$307Fool (AKA Matt Hard)

I have gained a decent amount of followers the last couple of weeks. I really appreciate it and hope that I can provide some value to your feed. I am lifelong investor who used to be a financial advisor and now I love sharing my personal journey of constantly learning and working to become better while helping others along the way. I’m glad you are here!!

@CalumLewis They have to be right about something eventually. It does seem decent. Great company and the clear leader. No position for me currently.

I’m not one to blindly listen to analysts, but this one I can agree with. How is $NFLX not a great buy from here?

@CraigsBrain I almost added that to my list too, but I can imagine a future where I might eventually think about it. A lot would have to change though.

@307Fool $META off the top of my head, I’m sure I could think of a few more.

What companies or industries are on your “never going to buy” list? I have a couple including $PM and $MSTR

@ArunCherian12 I like that framework Arun!

@307Fool Use your paycheck as your bond portion of your portfolio and savings as your equity save and invest part of your portfolio

Your paycheck can pay your bills. Your investments can buy your time. Time is the most valuable asset you have. Spend it with intention.

@DavidGFool Thank you for your powerful framework and consistent support!! Fool on!

@307Fool Rule Breaker Habit #2! 💚

Some people on X like to protect a low cost basis for bragging rights and screen shots. My absolute best companies are the ones where I have massive differences between my lowest and highest tranches. $RKLB $NVDA $PLTR $LRCX

@chowzam Absolutely spectacular! Definitely a great train to ride.

@307Fool Hi Matt, I bought $NVDA 10 times: 3 times in 2017; 6 times in 2018 & once in 2019. My lowest split adjusted cost basis is $3.57; My highest is $6.52. This is by far my most successful, high conviction company. Its 27% of my stock portfolio. Happy to have a ticket to ride!

Everyone said $NVDA was “too expensive” at $30. Then $60. Then $120. At some point “expensive” stops being a stock opinion and starts being a tell about who’s on the sidelines. Not a buy signal. Just a reminder: the price has never been the thing that mattered. The business was. Where’d you get off (or on) the $NVDA train? 👇

@Sam_Badawi One the absolute most important sectors moving forward.

@RES_BabyBlue Great perspective!

@307Fool ... and it's easy enough to just brag about the lowest cost tranche. Nobody else cam verify. I have cost basis higher and lower. Overall, I'm OK knowing that I'm buying for the future, not the past.

@wollmangideon @TheLongInvest I thought the same thing!

@TheLongInvest Who said its bad

$SPY ATH high is $760, we are at $752 It’s not as bad as you think it is.

@kevindmonaghan Fair enough!

@307Fool Easiest to climb when no one's paying attention

Strange to see $JXN up so much today. Haven’t seen any news.

@LoRezTrader Fantastic!!!

@307Fool $2.21 (split-adjusted) in 2016. Have trimmed and added a few times along the way, but still riding.

If you haven’t checked out his new format, this episode is a great one to watch/listen.

@GabGrowth I agree. Lots of people get caught up during the big melt ups.

@307Fool Returns are still fantastic for holders who got in early! I think long term, this will be a great investment, just concerned about those who FOMOed into this name late, and I think there are many.

$RKLB $ASTS Both have had all gains wiped out. Momentum stocks are great to own on the way up, but incredibly risky to own when the narrative changes. If I were a holder, the primary worry would be that they simply don’t have the earnings to set a price floor.

@hoosbobby Excellent!

@307Fool $AXON and $CRDO (prefer it over ALAB)

4 Rule Breakers hiding in plain sight $ALAB — top dog in optical connectivity for AI infrastructure. The picks-and-shovels play nobody’s talking about yet. $AXON — near-monopoly in law enforcement tech (tasers + body cams + Evidence.com). Textbook switching-cost moat. $TMDX — first mover in organ transplant logistics. TAM expansion story, not just a “medical device” stock. $PLTR — polarizing, “overvalued” by every media metric, growing gov’t + commercial simultaneously. Classic Rule Breaker trait #6. What is your favorite (or least favorite)?

@Triggs1Martin Nice. Loved her reasoning for $ALAB and their future growth.

@307Fool $ALAB top pick for this tech analyst and investor worth listening to: youtu.be/CKh587X5qfk?si…

@drowsyinvestor Wait until they meet the pre revenue friends!

When a growth investor meets an unprofitable company growing revenue at triple digits