2021 • John Thomas - Investing Insights

Too much value not to post
Remember these insights get replaced the moment a new set of insights are sent out, so no point looking at previous posts here

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Which is why it is nice to post screenshots of the highlights and links to the articles. :smiley:

Yesterday’s links:

It seems like he has changed yesterdays “under the radar biopharma” only for membership since yesterday, so here are a few screenshots:
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Today:

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Today’s articles are not accessible, but from the title of the last one we can probably guess that Jon is “bullish” on EV stocks…

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Any thoughts on Alnylam Pharmaceuticals? (ALNY)

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Just the write-up he’s written on Blackstone is worthy enough.

I mean, to even have inside knowledge to that degree he’s written above on Alnylam Pharmaceuticals, is pretty awesome. To have any idea at all on investing in a bio/pharma company you’d need to value the company and find the risk/reward entry. It’s such a specialist area.

I don’t have any thoughts but it features as a top 10 holding in one of my favourite trusts EWI. Also a smaller holding in SMT. If John is backing it along with these managers then the company must have something revolutionary about it

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Buffet is a reader of John Thomas’s market letters

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Hmmm. Underestimating Apple?

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He’s just shorted SPY,TLT and NVID but gone long AMZN, NFLX and DIS

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Why did he short NVDIA when he said “it’s the one tech stock I would buy on dips” a few days ago

Not to mention saying ‘buy everything on dips’ and then shorting SPY? He’s shorting while he waits for the dip?

Quite the contradiction indeed. I’ll post the positions in the morning once they’re published

I’d guess he’s shorting in expectation of a dip to which he will then say to buy in again since he talks about this huge economic recovery. But still saying buy NVIDIA one day then shorting it the next is very contradictory lol.

Although saying that the S&P did dip towards the end of US trading today so maybe there is another dip coming lol.

What was the size of the short? Could he not be using it to hedge?

Probably a hedge. I’ll check open positions in the morning. Should make better sense hopefully