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These are his hedges. He has 30% in cash and is trading. These are short term moves and very risky.

cpri, hhh tsn, oxy rgr. Am I missing something here? Are these good investments for the future?

Thanks Mate, the sad truth is that no one has a clue, we all react to what happens as it happens and try to analyse it but can’t predict an iota of what is going to unfold in the markets… content creators are like amplifiers, when times are good they affirm it and try to tell you why it’s good and that it’s looking bullish but then all of a sudden the market turns bearish and everyone affirms it again and try to analyse why… it’s so sad that many are so powerless and it's not about guessing the market's next move; it's about playing it smart and steady during trading...managed to grow a nest egg of around 2.3Bitcoin to a decent 19Bitcoin in the space of a few months... I'm especially grateful to Linda Wilburn, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.

Blindly follow someone without doing any homework, bound to lose money. I follow Jeremy and most stocks he talks about I don't touch. Up 13% in 13 months.

Genghis Khan, I mean Lina Khan with The Federal Trade Commission sued to block Tapestry, Inc.'s $8.5 billion acquisition of Capri Holdings Limited, a deal that seeks to combine three close competitors - Tapestry's Coach and Kate Spade brands and Capri's Michael Kors brand. Apr 22, 2024

Phil has been watching the purse (CPRI) industry for years: th-cam.com/video/dNB3NFSIxVU/w-d-xo.htmlsi=ZHEONPf4fDwzjZli

Thanks

Writing calls means he plans on selling the stock. So stocks like OXY he doesn't mean to keep them rather he wants to sell them. I am curious on what his profits are from trading options and I can't follow some of them. His PYPL play means he wants to buy at $57 but not sure why he sold and bought a PUT at $52.

Please distinguish between “written” and “purchased “. Thanks!

Thanks Justin! Been looking forward to another Phil Town update. Could be time to do a deeper dive on Paypal!

What about Paycom? I start a small position

Expiration 4/19 and Expiration 5/17. This is all past history then.

Justin, what are your thoughts now? Too risky?

J money phil town options time!! Big fan

does he still own ULTA?

Somebody sold, more like everyone sold here... Got to look at those forms and holders once those come out... Any further information on the shareholders actions on the SEC EDGAR site yet? I will have to ding in to see where fundamentals and shareholders are at... Might as well listen to the earnings call this weekend.

Thanks :)

Would you consider taking a hard look at whirlpool (WHR)? Deep cyclical company with an 8% yield at their 52 week low today. Thanks.

Don't do it. Really, don't.

FMAGX 15% annual rate of return since 1963 inception, have you done better?

thanks would love an update vid each quater on old philly bois 13f

This is gold, thank you ❤

Thank you for your transparency brotha

I’ve lost a lot of money in stock market playing casino buying pot stocks and other dumb stuff. Need to get serious and focus on a few

Def appreciate real in depth analysis tho. So tired of watching these goons like dumb money who never give any solid advice

I know teens love wearing Nike still for sure. But does that equate to a worthy stock? I dunno

Thank you for the portfolio transparency - appreciate it!

Why should one buy it if starbucks has no growth potential anymore? They can only increase their but bot grow, so we cant make profit buy selling them when they go up again even when bought at 60

Can you do something on PWR?

I’m still pissed I didn’t jump in FMC after your video on it. KR, WSM, and now FMC have been my biggest regrets. Appreciate the content as always, and I look forward to more videos. What type of government contracting are you in? Keep the single stock analysis coming please; you’ve been basically almost dead on except that music one. Thanks again

What are your thoughts on SOFI?

A question on ZIM, why did you decide for them and not for other shipping companies?

Hi. Can’t access to discord after subscribing to pantreon. The link in the mail a received is said to be expired when I try to link it in discord. May I get some help?

Great video Justin! Would love to hear your thoughts and share price target for paycom

It needs to be a smaller, more focused upscale/aspirational brand. Way too many locations, and as a ubiquitous product, it’s overpriced, period. I’d buy in the 50s most probably. I need more bad news before even nibbling- it was ridiculously overpriced.

What happened to META? Nice video, keep up the good work sir!

Thanks for sharing, impressive portfolio! Given your style, I'm surprised to see no exposure to China. If you're keen on Concentrix, Teleperformance might interest you. It's the European equivalent and market leader, with stronger margins and less debt, yet trading at similar multiples. Best of luck with your investments!

Another company very similar to CNXC that is way down is TTEC. Wonder what you think of it vs. CNXC.

Would you rather own CAT or DE?

What do you think of the price today ?

What's your take on Adobe at its current price? You made 2 videos about the company approx a year ago but we haven't heard anything about it from you recently.

You were right again @J.M0ney. Great Lakes Dredge was fantastic idea

The CEO's plan to get loyal customers is to launch some features on the app. He's so disconnected from reality.

Any possibility you might do follow up on this video as save came out with q1 earnings. There was no reiteration that they will come cashflow positive in 2quarter. They did mention that they “expect to generate some cashflow in 2nd half of the year”. .

Careless is the CEOs middle name. Wait no it's actually his first name lol

Starbucks cannot seem to function without Schultz at the helm. Every time he turns over the reins Starbucks seems to struggle.

So how do you explain consumer preferring to spend at Chipotle instead of Starbucks?

Thank you for this! I was looking forward to your coverage of Starbucks. Don't see it as a buy!

It's gonna be maybe about $68 a share come June.

I'm happy to have just bought in. I did a 1/3 positional buy in. With two more 1/3 buy opportunities when the stock goes under 50 and under 40 a share.