Jul. 5 at 2:01 PM
Quarterly winners Q2 26
$300M market cap >
$5 price >500K volume
Top names all up 175%+
Most of these were either in the portfolio at some point or flagged early, which is encouraging from a process standpoint.
Biggest miss of the quarter was
$MXL. It was highlighted back on 4/16 in the low
$20S and ran to
$100+ in just a few weeks. Even before earnings it had already pushed into the mid
$30S. These types of moves don’t come often, but when they do, they can define a year.
Also noted but not acted on:
$RXT $EVC