Mar. 25 at 10:26 PM
The Krypton Research Portfolio is now at new highs after today's massive move on
$ARM.
In a year where he market is down 5% YTD, with many names from megas like
$MSFT to retail favorites like
$HOOD being down much more than that, we have managed to post +22% YTD and growing.
For less than 50 cents a day, our hundreds of readers have been provided deep research into companies with an emphasis on abstraction and identifying secular themes at the core of our theses.
All five of our picks have outperformed the S&P 500
$SPY since their initiations, and now we are up to two separate investments returning over 40% in under three months.
This isn't luck, its deep research and approaching investments differently than casual excel modeling and financial analysis.
Thinking first, numbers second.
Our current holdings include names we expect to go on similar trajectories as our
$RRX and ARM calls, and the gains are only going to grow given our focus on proper investment research.
https://kryptonresearch.substack.com/about
