@longrivercm · Long River Holding

I don’t buy stories. I buy cash flows, balance sheets, and mispriced assets. | Yes, I am allergic to bubbles. $SIRI $JD $NE $LULU $MOH $PGR $POOL $PDD $FNMA

3.4K followers · credibility 73 · Verified record: 4/9 calls beat the market over 5-day holds, avg excess -1.5% vs SPY.

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Per-ticker record

• $JD: 1/2 beat the market (small sample)
• $NVDA: 1/1 beat the market (small sample)
• $PDD: 1/1 beat the market (small sample)
• $GLD: 1/1 beat the market (small sample)
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