Calls
2
Jonathan Lavine
Senior Advisory Partner, Bain Capital
Win Rate
-
return
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 11
$110.70
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Credit worthiness looks pretty good, defaults are not increasing, and dispersion/spreads are widening within software and high yield; credit should be analyzed on credit fundamentals, not equity stories.
Bonds & Rates
Long
Feb 11
$85.22
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AI adoption will take time because of energy, compute, human behavior and regulation; unseating entrenched software is hard, so the selloff is not as catastrophic as markets suggest and should reflate after investors do their work.
Thematic ETFs
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Jonathan Lavine has 2 trade ideas tracked on Buzzberg across 2 tickers since February 2026.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
