Joe Bohringer

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Joe Bohringer

Joe Bohringer

@Joe_Bohringer

Executive Coach & Advisor | Former MLB Exec | Author of "Winning, Inc.: A Championship Handbook for High-Performing Leaders"

Chicago, IL Katılım Mart 2011
84 Takip Edilen26.3K Takipçiler
Joe Bohringer
Joe Bohringer@Joe_Bohringer·
@rafjuc Thanks @rafjuc. I'm glad you liked it and greatly appreciate the kind words. Happy to chat more or take any feedback if you have it. Good luck on the scouting trail!
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Rafal Juc
Rafal Juc@rafjuc·
Highly recommend Winning, Inc. by @Joe_Bohringer A quick read packed with practical lessons on leadership, front office culture, hiring and building high-performing organizations.
Rafal Juc tweet media
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Joe Bohringer
Joe Bohringer@Joe_Bohringer·
@CarlosL98728494 1) The move to credit made it less appealing. I've never had much luck with banking exposure. 2) The management shuffle including the move to regional GM's. With the banking that's a lot of change for such a big firm. 3) Already wanting fewer names, MELI just fell off my list.
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Carlos Leal
Carlos Leal@CarlosL98728494·
@Joe_Bohringer I notice $meli no longer on the port. Any particular risks (geopolitical, currency) or business fundamentals that led you to sell.
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Joe Bohringer
Joe Bohringer@Joe_Bohringer·
@CarlosL98728494 Thanks for the kind words. May 1: NBIS 14.6% ALAB 10.7% APP 9.8% RDDT 9.2% NVDA 9.2% AXON 7.1% IREN 6.5% CRDO 5.8% RBRK 4.5% MU 4.4% CRWD 3.8% MAGS 3.5% AMZN 3.3% LITE 1.2% Cash 6.6% YTD: +3.3% Not great returns, but I'm happy with our holdings. Happy to answer any questions.
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Carlos Leal
Carlos Leal@CarlosL98728494·
@Joe_Bohringer Long time follower and Substack member. Missing your content. Any chance of a monthly portfolio update?. I’ve learned a great deal from readings. 🙏
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Joe Bohringer
Joe Bohringer@Joe_Bohringer·
@1mad_i Thanks for the kind words. Still trying to stay true to business execution during these stretches but have taken a different approach to handling our growth bucket versus living bucket during the last 15 months or so. I didn't feel it was fair to drag others along for the ride.
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i.Mad
i.Mad@1mad_i·
@Joe_Bohringer Really wish you still had your StockNovice newsletter active... One of the best write-ups out there and it provided a great rational/ smart/ long term perspective specially in times like these!
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Joe Bohringer
Joe Bohringer@Joe_Bohringer·
Thanks, @AndyMcKayHG. Andy is one of the most dedicated continuous learners I know. He's also had a huge influence on who I am today. I'm both honored and humbled to make this list.
Andy McKay@AndyMcKayHG

The best things I read in 2025. The Coaching Code was #1. Everyone should study Earl Weaver-way ahead of his time. Belichick and Hurley both wrote great books, and everything Shane Parrish writes is fantastic. Re-read The Inner Game of Tennis and it was better than ever. 📚⚾️

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Joe Bohringer
Joe Bohringer@Joe_Bohringer·
Thanks, @wmcdonn25. I'm glad you found "Winning, Inc." useful and greatly appreciate the kind words. As you said, Clint's book is excellent as well. Despite my obvious bias on one, I highly recommend both! 😀
Wayne McDonnell Jr., MBA@wmcdonn25

As someone who reads a lot of baseball books for enjoyment and research, here are a few of my favorite from this past year. Let's start off with @Joe_Bohringer and @ClintHurdle13. Both books provide invaluable lessons on leadership, empowerment, self-reflection, and humility.

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Joe Bohringer
Joe Bohringer@Joe_Bohringer·
This was a fun conversation with @jamesJRreid. In it we talk about the importance of high standards and personal responsibility in achieving winning outcomes. Full episode here: tinyurl.com/a8kztc86
James Reid - "J.R."@jamesJRreid

What does it take to get to the next level? It takes what it takes... Define what it takes and ask yourself how you'll meet those standards. 👉🏼Listen to the full episode w/@Joe_Bohringer at comingupclutch.com 🎧 "Joe Bohringer | Keep Your Edge Without Burning Out"

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Joe Bohringer
Joe Bohringer@Joe_Bohringer·
@TimOstwinkle @Elevate881 I've always found MELI a bit difficult to follow due to all the foreign markets and currency conversion. It's recent move into banking makes it even more complicated in my opinion. I decided it was taking up too much mindshare for the allocation I was comfortable holding.
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Joe Bohringer
Joe Bohringer@Joe_Bohringer·
@CarlosL98728494 @Elevate881 Thanks for the note. At this time, I don't plan on restarting Substack. I've removed ~10% cash from our port in 2025 and am still figuring out the growth/fixed mix. One, I want to stay focused on that until I'm done. Two, I didn't want to drag readers through all the shifts.
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Joe Bohringer
Joe Bohringer@Joe_Bohringer·
@Elevate881 Sure. As of December 22: APP 13.9% RDDT 12.7% NBIS 10.4% ALAB 9.8% AXON 9.5% NVDA 9.1% RBRK 6.2% IREN 6.0% MAGS 5.2% CRWD 4.0% AMZN 3.4% TEM 2.7% CRDO 2.4% Cash 4.8% YTD: +47.3% Happy to answer any questions if you have them.
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Tier88
Tier88@Elevate881·
@Joe_Bohringer Great episode, are you able to share full portfolio and % allocations here?
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Joe Bohringer
Joe Bohringer@Joe_Bohringer·
Thanks to @jamesJRreid for the invitation to speak on the Coming Up Clutch podcast. This was an all-around fun conversation on setting standards and taking responsiblity for reaching your goals.
James Reid - "J.R."@jamesJRreid

The first step in raising the bar? Articulate your goals and standards. 👉🏼 Listen to the full episode w/ @Joe_Bohringer at comingupclutch.com or click the link in my bio 🎧 "Joe Bohringer | Keep Your Edge Without Burning Out"

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Joe Bohringer
Joe Bohringer@Joe_Bohringer·
Hi all - I've gotten DM's about the book link in my new bio. 1. Yes, I wrote it. 2. Yes, it's the same style as StockNovice recaps. 3. No, I don't know if you'll like it. It's about leadership rather than investing. The Intro and Chapter 1 are free to read at the link though.
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Joe Bohringer
Joe Bohringer@Joe_Bohringer·
@nikhil7 Our big positions in both are mostly letting winners run even with some small trims. Both had excellent reports and are delivering on everything they have promised business-wise. I'm happy letting them hold larger positions.
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Nikhil
Nikhil@nikhil7·
@Joe_Bohringer Thanks for your reply! If you don’t mind me asking a follow up question, do you have such a big position in AXON because of its existing moat becoming bigger due to their proprietary data and similarly RDDT licensing their data?
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Joe Bohringer
Joe Bohringer@Joe_Bohringer·
I've gotten DM's asking if I will be resuming monthly writeups. No, but here's today's open. AXON 11.8% RDDT 10.9% NVDA 9.3% APP 9.1% ALAB 8.3% RBRK 6.7% MELI 6.0% MAGS 4.9% CRWD 4.7% AMZN 4.2% NBIS 4.1% IOT 2.7% TEM 2.2% HIT 0.7% IBIT 0.6% Cash 13.9% Glad to answer questions.
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Joe Bohringer
Joe Bohringer@Joe_Bohringer·
@nikhil7 I'd think IOT would benefit from its data as well. I'm not sure what's causing the recent decline. Maybe tariffs, especially with the recent exposure to Mexico? I'd have to think self-driving trucks is far enough off that shouldn't be affecting the current thesis. 🤷‍♂️
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Nikhil
Nikhil@nikhil7·
@Joe_Bohringer Any thoughts on IOTs recent decline and plans on holding it long term? I would think they are a big AI beneficiary given how much proprietary data they have.
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Joe Bohringer
Joe Bohringer@Joe_Bohringer·
@dhaval_kotecha Excellent #s on both. Adjacent plays on the ongoing data center buildout. ALAB specializes in hardware/software for optimally connecting data centers. NBIS provides cloud infrastructure tailored specifically for AI workloads. Nebius features NVDA GPUs and NVDA owns a stake.
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Dhaval Kotecha
Dhaval Kotecha@dhaval_kotecha·
@Joe_Bohringer What's the narrative on ALAB and NBIS? I've not looked at their numbers but I'd have to imagine they'd be stellar.
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Keşfet

@rafjuc @CarlosL98728494 @1mad_i @AndyMcKayHG @wmcdonn25 @jamesJRreid @TimOstwinkle @Elevate881