The Blue portfolio
Weekly Update
The Stocks I Should Never Have Bought — And the System That Finally Said So
Two weeks ago I bought NFLX at $82. The screens rejected it — Margin of Safety of -26%, P/FCF of 44x. But a backtested strategy signal said the timing was right, and I bought it anyway. Last week it was up +16%. This week I sold TROW at a -10.4% loss. The screens had...
My Strategies
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Weekly Update
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