Juan Pablo Montero (@jpmontero88)

Let’s talk about $TTZ.V $TTLTF The investment opportunity here can be best understood through the lens of the company’s current inflection point, which management itself highlights clearly: “a business that is now consistently profitable, cash-generative, and positioned to scale.” Mkt Cap ———-->...

As promised, let’s dive into the full investment thesis and why I’m so excited about NameSilo Tech! 🚨 Disclosure: I currently hold ~5% of my combined portfolios in $URL.CN $URLOF Credit to @lagourgue1 , several of the slides and insights I’ll be referencing come from his excellent presentation: <...

Currently, my Top 5 holdings make up ~70% of my combined portfolio: 1️⃣ $ROOF.V $ROOOF ~25% 2️⃣ $MIND ~16% 3️⃣ $AL2SI.PA #AL2SI ~10% 4️⃣ $NCI.V ~10% 5️⃣ $ZOMD.V ~8% Each of these names, IMO, is in a very solid position, both fundamentally and technically, and could be just 1 or 2 press releases aw...

$HIMS I’ll catch on this one: ⚠️ Every truly disruptive company eventually faces “unfair” attacks from incumbents. Not because they break the rules, but because they rewrite them. 📉🚫 Lawsuits. Lobbying. Bans. Smear campaigns… Remember this: The stronger the disruption, the dirtier the pushback. ...

If you are long $HIMS, as I am, and you are not asking yourself why is Hims &amp; Hers one of the MOST shorted stock in the S&amp;P 400 despite executing flawlessly? Or... what am I missing? IMO you might be falling into the trap of over-optimism/confidence 🧵 1/10...