Calls
5
#842
Alpha Score 34.0
Dennis Follmer
CIO, Montis Financial
Win Rate
20.0%
return
-1.4%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 21
$103.37
+2.4%
Despite being beaten down in the recent market rotation, quality software and SaaS companies have durable business models, are growing cash flows, and are successfully using AI to drive profits.
Thematic ETFs
Long
Aug 21
$299.96
-3.1%
Quality small caps offer better value and are well-positioned to benefit from lower regulation, stimulus from tax bills, and increased capital expenditures compared to low-quality speculative names.
Equity Indexes
Long
Aug 21
$51.50
-2.9%
Despite being beaten down in the recent market rotation, quality software and SaaS companies have durable business models, are growing cash flows, and are successfully using AI to drive profits.
AI Software
Long
Aug 21
$92.72
-2.2%
European equities are attractive because they benefit from long-term GDP boosts due to infrastructure needs, new trade patterns, low inflation, and low interest rates.
Equity Indexes
Long
Aug 21
$200.01
-1.0%
Despite being beaten down in the recent market rotation, quality software and SaaS companies have durable business models, are growing cash flows, and are successfully using AI to drive profits.
AI Software
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Dennis Follmer has 5 trade ideas tracked on Buzzberg across 5 tickers since August 2026. Ranked #842 on the Buzzberg Alpha leaderboard. Most covered: IGV, WDAY, IWM.
