Tyler Pellom

pellom.bsky.social

31 outubro 2026 01:15

October was good for value. Don’t ask me about the nine months before.

Bancroft Sutherland

bancsutherland.bsky.social

31 outubro 2026 01:11

To this point, six month returns on levered semi ETFs… 3X Bull: -39% 3X Bear: -60%

Uncovered Japan

uncoveredjp.bsky.social

30 outubro 2026 21:20

Deep Dive: Cyber Security Cloud (4493) — Japan's leading cloud WAF pure-play — an ~89%-recurring SaaS that defends web applications… Overlooked Japanese small-caps, deeply researched in English. Full research → https://uncoveredjapan.com/cyber-security-cloud-4493-deep-dive/ #JapanStocks #Investing

George Pearkes

peark.es

30 outubro 2026 19:18

Brutal day for a bunch of the market, SOX (semis) -8.6%. Also check out some of the factor rotation (universe in the screenshots is Russell 3000), both for the overall market and within Tech/Comm Svcs. MS TMT Momentum -7%. But the average large cap ($RSP) is only -0.8% even with VIX above 21.

Undiscovered Compounders

masterscompounding.bsky.social

30 outubro 2026 19:16

In 1959, you bet on semiconductors. Congratulations, you were right. In December, you bought the IPO of Transitron, America’s 2nd biggest semiconductor company, just as stocks with “tron” in the name were flying at 100-200x earnings.