Long
AI/Semi
$1340000.00
-
Low P/E memory, US listing catalyst
May 03
Long
Other
$39.19
-
Senior housing REIT, low valuation, growth
May 03
Long
AI/Semi
$208.27
-
Nvidia benefits from AI capex boom.
Apr 26
Long
Energy
$364.32
-
Nuclear producer benefits from AI demand.
Apr 26
Long
Consumer
$120.41
-
Inflation beneficiaries: energy, consumer, materials, industrials, financials.
Apr 19
Long
Other
$51.88
-
Inflation beneficiaries: energy, consumer, materials, industrials, financials.
Apr 19
Long
Fintech
$52.43
-
Inflation beneficiaries: energy, consumer, materials, industrials, financials.
Apr 19
Long
Consumer
$285.48
-
Royal Caribbean, oligopoly, strong pricing power.
Apr 19
Long
Other
$27.22
-
Heritage Insurance turnaround, very cheap.
Apr 19
Long
Other
$194.32
-
Copper miners benefit from economic stimulus.
Apr 19
Long
Other
$100.15
-
Copper miners benefit from economic stimulus.
Apr 19
Long
Other
$173.51
-
Inflation beneficiaries: energy, consumer, materials, industrials, financials.
Apr 19
Long
Fintech
$330.83
-
Chubb benefits from inflation, low valuation.
Apr 19
Long
Fintech
$202.53
-
Progressive cheap, high ROE, inflation beneficiary.
Apr 19
Long
Energy
$55.02
-
Inflation beneficiaries: energy, consumer, materials, industrials, financials.
Apr 19