BDC

Everything we have picked from this writer, newest first.

@BlueDuckCap Jul 22

BDC on X

Sundar on ROIC: "It's very early" "still supply constrained" "multi year view" That should help everyone understand $googl

@BlueDuckCap Jul 20

BDC on X

$STIM https://t.co/OQ9UgUPoo4

@BlueDuckCap Jul 18

BDC on X

Bullish $amzn Former BAM teammates ftw ! https://t.co/MEg0CbeWq8

@BlueDuckCap Jul 17

BDC on X

SanDisk’s forward EPS estimates have diverged sharply from its share price as the investor remains short the semiconductor ETF SOXX.

@BlueDuckCap Jul 16

BDC on X

Netflix’s incremental margin fell to 28% from 36% as technology spending rose 22%. Sports rights and short-form investment could slow operating leverage beyond the second half.

@BlueDuckCap Jul 16

BDC on X

Jorey is sizing up ahead of what mgmt has called a "hockey stick" 2H on the back of production orders scaling on at least two key PORs. $MOB https://t.co/5qF3GZFcFZ

@BlueDuckCap Jul 16

BDC on X

Looks like the small cap sage Jorey Chernett has filed on $MOB. He is long term, buys in size, and will rattle cages if needed. Fantastic endorsement.

@BlueDuckCap Jul 15

BDC on X

$STIM owns clinical distribution infrastructure for psychedelic treatments, while its stock price implies zero or negative equity value for the asset.

@BlueDuckCap Jul 15

BDC on X

I remember the days when these 4 stocks going up by this much meant the $SPY was +2% on the day (at least). Says a lot. https://t.co/aLdbQlfL7W

@BlueDuckCap Jul 15

BDC on X

$toi https://t.co/9pfaLXskXk

@BlueDuckCap Jul 15

BDC on X

Greenbrook TMS operates about 95 U.S. treatment centers administering Spravato and NeuroStar TMS, with more than 60,000 patients treated and 2 million treatments delivered.