The $400k Investment Project

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March 2024

February 2024

Buying on the earnings "crash"
Another opportunistic buy
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The $400k Investment Project
STEM Inc. earnings today
A potential turning point? $STEM
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Trade Update
Small caps are lower than low. Pre (meaningful) revenue companies are even lower!
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1
ENVX, BYON earnings today...
A big day for the $400k portfolios today.
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1
Earnings Commentary - Trade Setup
A lower conviction earnings play but asymmetric return potential nevertheless.
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Trade Update - Speculative Portfolio
I continue to add to the Speculative Portfolio with positions that I hold elsewhere (in the Savvytrader portfolios predominantly).
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Speculative Portfolio Trades (on the dip!)
The absolute best luck or the worst luck I’m not sure?! +25% VZIO today
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1
Savvytrader Portfolios Update
A detailed look at the current holdings of the various Savvytrader Portfolios that I manage publicly. No place to hide!
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Catalyst Driven Earnings Trades
I don't normally engage in earnings driven trades or entries prior to earnings but I believe there are a few very interesting opportunities at the…
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1
Trade Review: We're on fire!
Today we're reviewing the trades posted on my last post here under the title "It's time to be a buyer". Again, proving that savvy active management pays…
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2
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