Idea Xchange - My Absence...Research Reources/Ideas forgot to mention CWH my largest position - Idea Xchange - InvestorVillage


This is a semi-private group. You are free to browse messages, but you must be a member of this group to post messages. Join This Group

Group: Idea Xchange   /  Message Board  /  Read Message

 
 






Keyword
Subject
Between
and
Rec'd By
Authored By
Minimum Recs
  
Previous Message  Next Message    Post Message    Post a Reply return to message boardtop of board
Msg  2830 of 2835  at  5/14/2021 1:08:40 PM  by

velocity_capital


 In response to msg 2829 by  birdog40
view thread

Re: My Absence...Research Reources/Ideas forgot to mention CWH my largest position

Thanks for the complements...appreciated.

Also, forgot to post my best idea and largest position. Yes, talking my book but...

CWH

Everyone should do their own DD starting with last couple earnings announcements, last couple of CCs and most recent 10K.

About 25 to 35% or so of what I do is investing and the rest is swing/position trading. So when I make an investment I typically look for asymmetric ideas that have a margin for safety. CWH is the biggest position I've ever taken in client/personal accounts. I've been in for a while at lower prices and wished I knew about it during the covid selloff. Stock is cheap and growing. The market thinks it's cyclical but if you do some DD it is much less cyclical than the market thinks with some longer term secular growth tailwinds IMO.

CEO/management with skin in the game and they have been outstanding. I've been doing this for almost 25 years and this is one of my favorite ideas. I could post all sorts of things about growth, runway, valuation, downside risk, management, industry changes, etc but would prefer readers to check things out for themselves....


     e-mail to a friend      printer-friendly     add to library      
|  
Recs: 1  
   Views: 0 []
Previous Message  Next Message    Post Message    Post a Reply return to message boardtop of board

Replies
Msg # Subject Author Recs Date Posted
2831 Re: My Absence...Research Reources/Ideas forgot to mention CWH my largest position birdog40 0 5/14/2021 1:24:50 PM


Financial Market Data provided by
.
Loading...