Each month following options expiration I will post the aggregate holdings across all accounts that I manage at Bluemound Asset Management, LLC. I currently manage 4 broad account types and several custom portfolios. Get access to this piece with any paid membership.
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MP Materials is best known as a rare earth metals SPAC from Chamath Palihapitiya. There’s a lot more from the former Molycorp though. It is an emerging EV picks and shovels play. Find out why we are so high on this stock long-term. Use Sustainable Growth, Retirement Income Options or RARE for access.
Merck is one of the omnipresent pharma companies in the world. Merck recently acquired autoimmune company Pandion Therapeutics and is expanding its pipeline. Will it see more growth? Is the dividend secure. Find out here.
3M is an America icon company that started as Minnesota Mining & Manufacturing Company. It has been adapting to the modernizing world for decades and is now making its biggest pivot yet. Learn what their strengths, weaknesses, opportunities and threats are in our 3M SWOT Report available with any stock membership.
Each week I cover stocks that we can consider buying now or soon. We also cover the stocks to trim on profits. Make sure to visit the “Getting Started” section on how to use this piece. We are focused on riding the trends and finding the pivots of great stocks. […]
Summary Opendoor has success establishing itself as the real estate company with the most online transactions.Opendoor has a goal of expanding into more markets in the U.S., setting the company up for multiple years of strong growth.The valuation is attractive after the recent sell-off. This is a follow-up article to […]
MP Materials is an emerging growth leader in rare earth metals. But, it’s been falling lately. Where is the bottom. Is there more growth in the future. Does Chamath know all? Find out whether this stock will climb the mountain with a sustainable growth or RARE membership.
Real estate service companies have crushed REITS the past several years. Here is our SWOT report on Opendoor which is moving into the home transaction space and could become a monster quickly. Access this report with a Sustainable Growth membership.
There is blood in the streets for SPACs. It’s time to find bargains and asymmetric upside in the SPAC carnage. I have identified 7 SPACs post deal that are now poised to triples or more. I think we might get a 10-bagger or two or three from this group.
WeWork is trying to turnaround by cutting expenses and adding enterprise business. How are they doing? Truth be told, pretty good. But, is it good enough. Find out if WeWork is worth your money.