Сигналы
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u/Mr_Big_Garnet_Bear
Reddit r/ValueInvesting
Винрейт
100.0%
доходность
+4.6%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
22 авг
$145.13
+4.6%
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.
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.
Фарма и биотех
Показано 1 из 1 коллов · сортировка по упоминаниям
Выберите число упоминаний, чтобы открыть посты по тикеру.
У u/Mr_Big_Garnet_Bear на Buzzberg отслеживается 1 торговых идей по 1 тикерам с августа 2026. Чаще всего покрывает: MRNA.
