Mark Franklin

0.5 ★★★★★ Posted today
Deputy Head of Asia Multi-Asset, Manulife
@MarcRFranklin · tracked since Feb 2026
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Ideas 5
Long / short 3 L/2 S
Win rate -
Tracked posts 2 0.03/day
Avg return -
Long return -
Short return -
New ideas 3 last 30d
Most mentioned
Best trades
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Worst trades
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Pick return distribution

Live distribution of all picks with entry price. Right tail = home runs.
< -30%-30/-10-10/00/+20+20/+50+50/+100> +100%
Bottom 10%
-
Median
-
Top 10%
-

Average returns

first-opened thesis horizon: return + win-rate
7 days 2 eval.
+1.6%
L - S +1.6%
Win rate 100%
30 days 2 eval.
+6.8%
L - S +6.8%
Win rate 100%
90 days 0 eval.
-
L - S -
Win rate -
Computed from the first opened position per ticker/side. 180d ready when data exists
Result Theme Stance
Ticker
Side
Theme
Entry
P&L
Thesis
First opened
Mentions
Source
Long
Energy
$59.39
-
US energy plays benefit from discount feedstock.
May 05
YOUTUBE
Long
Energy
$54.77
-
Uranium benefits from energy resilience push.
May 05
YOUTUBE
Long
Macro
$36.55
-
China/Hong Kong equities are undervalued opportunities.
May 05
YOUTUBE
Short
AI/Semi
$14.65
-
Foreign investors sold $110 billion rupees of Indian IT stocks in early February. Mark Franklin notes that business models predicated on "outsourcing relatively commoditized software development" are at risk. This is the "Second-Order" AI trade. As AI writes code, the need for massive human labor arbitrage in coding (the core business of Indian IT majors) diminishes. Companies will "self-fund" AI initiatives rather than outsourcing. SHORT Indian IT Services (Infosys, Wipro) as they face an existential threat from Generative AI productivity gains. These companies may successfully pivot to becoming AI implementers, retaining clients through legacy relationships.
Feb 20
YOUTUBE
Short
AI/Semi
$2.26
-
Foreign investors sold $110 billion rupees of Indian IT stocks in early February. Mark Franklin notes that business models predicated on "outsourcing relatively commoditized software development" are at risk. This is the "Second-Order" AI trade. As AI writes code, the need for massive human labor arbitrage in coding (the core business of Indian IT majors) diminishes. Companies will "self-fund" AI initiatives rather than outsourcing. SHORT Indian IT Services (Infosys, Wipro) as they face an existential threat from Generative AI productivity gains. These companies may successfully pivot to becoming AI implementers, retaining clients through legacy relationships.
Feb 20
YOUTUBE
Showing 5 of 5 picks