HTNY
Oct 8, 5:58 AM
Been on the road for work the past 3 weeks just catching up now.
$TOYO - Hugely impressive analyst day presentation. Rhone remains a compelling and articulate voice for the company. They are managing and addressing policy headwinds professionally and transparently which is what you want to see.
The market is forward looking but they are being valued for the next 3 months not the next 2-3 years. That to me is the opportunity for those with patience.
$ARQ i'm back in with a decent position on this name. Another that is a much better company than is reflected in their valuation.
$VICR Core in tact, sold my swing. Will re add that on any further downside. They are making yummy noises to the market and their upside is tremendous.
$ANRGF Been volatile relatively speaking but i have a full position here.
$DAVE Swing trades here. Regular 10-15% moves over 3 week timeframes
Have a few positions that I'm building and inverse etfs on quantum for cash.
Ireland last stop then home.
