“The Fly’s” Recovery is Underway

I am almost 3% for the session, led by RBCN. I don’t even care, really. Wake me up when I make another 10%. Goddamned  bastard losers.

Hey, did you see MODN post horrible numbers? That company has more than 50% of its market cap in cash. They just came public, yet they suck so quickly. Have a look at their employee reviews on Glassdoor.com. Hilarious brunch time entertainment.

I have to be honest with you, since that’s how I roll here. I’m doing myself a disservice by not searching for new ideas. I’ve stopped looking for over a week, satisfied with dealing with the outcome of my current holdings. That’s never been my style and I need to start hunting again.

If taking a fresh view of this market, I’d position in names that are outperforming, instead of buying dips. There has been a rotation taking place for more than 3 weeks and if you’re not careful, you’ll get swept up under the rug, forgotten, as top hatted gentlemen walk all over you above.