Lex◇investor

@LionheartInves1 Value w/ temporary problems.

What's your preferred method of investing? I like to ask this every year or so just to see where we're at in the cycle 😂😂😂

“active taxable brokerage” acct today’s changes & purpose~ •captured gains •raise cash (optionality) •moved out of richly-valued tech/semi 5 positions now 29% cash sold 🇯🇵 semi-cap $DSCSY trimmed $MOH to a 10% position +80% since Apr 3 ‘25

You know nothing is ever “advice”. Let’s get some ideas listed w/ zero worry about what others think.

Portfolio dug its way out; new ATH, 13 mo. No new changes. Have two new ideas. Not much research *yet. Need cash. What are you all seeing out there? What have you added to lately? (any country) I like ugly situations, trough earnings, any cap size. Korea? Canada? ?

@siyul Biggest positions. I’ve been ultra patient w/ these names & it’s paying off.

A pushback I often hear on my deep-value pitch. “I like the thesis, but I’ll wait until the business and sentiment turn.” This week proved why that’s expensive. $MOH and $CNC crushed 1Q26, got upgrades, and sentiment flipped. But the stocks are up 45% and 60% since Apr 1. $MOH alone ran from $130 to $200 in a month. If you think fair value is $300, waiting for “confirmation” just cuts your potential return from +130% to +50%. Buying at the bottom rarely feels good, but the payoff is much sweeter.

Exactly one week ago, I painfully cut two losers—downshifted, pumped all my capital into my remaining best five ideas & stayed high in the turn.

@tobaccoinsider @TobaccoVanguard Let it flow: healthcare & tobacco pushing portfolio towards Valhalla.

As AI momentum fades, tobacco is increasingly behaving like a counter-AI trade - capital rotating back to proven cash flows and defensive names

Strong showing for $CNC on Revenue, Earnings Per Share. HBR was acceptable, managed $1B in debt reduction, & are projecting an expansion of their adjusted EPS for 2026. Up 5.62% before open.

She’s run up over the last month +34% (see chart)—& reports tomorrow morning *before *open. Her track record for beats in slide… No ultra-strong opinion in either direction. I’m holding through. $CNC

@StevenInvesting A cyclical repricing through recovery: utilization rates, repricing plans. Read up on why they took the hit & then view it as a temporary problem.

@Inves2grow What is the thesis here?

Molina Healthcare $MOH quart. adj. earnings $2.35 per share (mean: 18 analysts $1.92) Wall Street expected: $1.02 to $2.73 per share. Up moderately after hours. Rev $10.80B (expct $10.87B) MOH = 19.9% of portfolio <13 mo. +53.19% 6 positions 35.5% exUS 7% cash

2/2 …a bit after earnings, purchased more today. Strong balance sheet, won’t be suckered out by valuation optics. Likely UNH & MOH worst days are behind. 6 positions, <1% cash, +56.42% <13 mo., +2.73% today (green = SPX)

…volatility I’ve endured (chart 2nd post) Probable upside f here—short & longer term. It’s somewhat probable CNC will be treated favorably after their print on Tuesday. BTI’s chart is good; leaned in recently. IBKR is longterm growth; no worries—added. DSCSY dropped… 1/2

@alihejazix Yeah, if I lose my ability to see through the chaos, I see little choice. It’s alright—learning to know when to fold helps me win.

@Inves2grow you're completely out of $NVO? I'm shocked. your $UNH conviction helped me a lot through some dark times, thank you.

Big decisions today. $NVO out. Growing competition, fewer ways to defend moat, getting worse, took f loss $TDG out. High qlty, highly levered play needing falling rates. Bad entry getting worse. Trimmed $UNH to 9.5%(win) Added to $IBKR +51.5% <13 mo., 6 co’s, 20% cash

2/2

$CNC Never *ever advice… Double-digit position here. Not much talk about it. Been holding this for some time. Very well run. Just little clues sentiment is changing. Earnings Apr. 28th (Tues next week). A good feeling it’ll work—now or later. 1/2

@blondesnmoney Now I’m doubting myself; are they today after close?

There is something poetic about the $IBKR Earnings Alert Emails getting the $IBKR earnings date wrong

@ryankalt oh, crap.

Requesting book recommendations on the subject of taxes & investing. Tax considerations around taxable brokerage accounts, trading, foreign holdings, etc…

I’m here in the 🇺🇸.