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Longbow

Longbow

@myLongbow

A data driven, stock trading & risk management platform built to help investors make better informed & more profitable trading decisions. Not investment advice.

Menlo Park, CA เข้าร่วม Ağustos 2021
346 กำลังติดตาม4.8K ผู้ติดตาม
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O heck. I couldn't pass up Similarweb, $smwb $5.58 today so I decided to 2X my existing share position. This will bring my basis down to the low $7 range. At 1.30x's ev/sales on my 2026 forecast, it's crazy cheap for midteen sales growth with 80% gross margins. Just last Q4
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Oil Looks Calm, Gas Is Breaking — And a Retail Turnaround No One’s Pricing In: youtu.be/g2sFdby7Ep0 On this episode of Beats Roundtable, Bob Morris explains why crude may quietly hold near $60 while natural gas continues to unravel, forcing disciplined positioning and premium-harvesting strategies. Berna Barshay @Hedge_FundGirl then pivots to the consumer, unpacking why lower gas prices, tax refunds, and execution-focused management teams are creating stock-specific winners—highlighting a potential $SFIX Stitch Fix turnaround that the market may be underestimating. #Oil #NaturalGas #Stocks #StockMarket #StichFix #BeatsRoundtable $EQT
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Wall Street Beats Roundtable w/ Steve, Bob and Berna x.com/i/broadcasts/1…
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The Squirrel & I have a treat for you guys this evening. Live at 6pm on here we have the King of Convexity David Dredge joining us on Benny & The Squirrel. Given the state of markets you won’t want to miss this conversation. See you at 6pm (disregard the 7pm on the flyer) - coordinating LA, Melbourne, & Singapore for a live show is trickier than advertised. @ConvexityDredge @SquirrelMacro
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Banking On It. Tomorrow earnings start with banks who will opine on the health of the American consumer and our economy. Lenders should generate significant earnings given strong M+A (the biggest i-banking year since the pandemic -FT) ,trading and cost reductions. One
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@StreetBeatsPros @steven7lamar @JeffMacke @BenBrey @Hedge_FundGirl @ConvexityDredge @SquirrelMacro @elonmusk