Won the MRNA Lottery

u/Mr_Big_Garnet_Bear · Reddit — r/ValueInvesting · August 22, 2026 at 06:27 · ⬆ 28 pts · 💬 22 comments  | View on Reddit ↗
AI Summary

Summary

  • Author brags about a $418k single-day gain on MRNA, making it his largest stock position at ~19% of portfolio after trimming $50k.
  • He still believes in MRNA long-term and remains concentrated, while also holding 24% in gold/gold miners as a bond substitute.
  • This is anecdotal, emotionally-framed speculation, not a researched deep-dive or fundamental valuation post.
Score 28
Comments 22
Upvote % 65%
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Ideas
u/Mr_Big_Garnet_Bear Reddit r/ValueInvesting
MRNA is the author’s largest individual holding at ~19% after a massive gain; he explicitly says he still believes in the company long-term. Keeping the bulk of the position after taking profits signals ongoing conviction and a long-term bullish view. Existing MRNA holders may stay long, but this is not a fresh entry thesis with valuation support. Vaccine demand shifts, regulatory/clinical setbacks, and extreme concentration could reverse gains quickly.
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This Reddit post, published August 22, 2026, features u/Mr_Big_Garnet_Bear discussing MRNA. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/Mr_Big_Garnet_Bear  · Tickers: MRNA