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Citrini's avatar

I have a position but it’s not as big as I’d like it to be. As I mentioned in the article above I am still doing due diligence, I’ll be updating the article over the next week with info and a bear case.

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Citrini's avatar

I just couldn’t sit on it as it rallied so much.

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The Last Bear Standing's avatar

Great write up and opportunity

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HoteiRyu's avatar

Just curious, do you currently have a position in CLS? Or waiting for a pullback as well 🙏🏻

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Robert Baqo's avatar

Just curious, how much time did you spend on this research and how much do you spend generally when researching a single stock

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Citrini's avatar

It depends on how much I already know about the industry. This one took about 5 days. Sometimes I’ll spend weeks.

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Kew's avatar

Over 35% increase in 5 days and 100% YTD. I’ll definitely need to see a pull back.

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Citrini's avatar

Sure , I understand that.

At the same time, does it matter if the fundamentals are good?

I first bought SMCI on 08/05/22. It had had a 44% gain in the past 18 days. The fundamentals were good though.

I'm not saying you shouldn't wait for a pullback, I'm saying that sometimes it's rare a really good investment opportunity gives you one.

Luckily, there's the Onex share conversion which may result in one. I hope you get it!

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JY's avatar

One has already completed the conversion in June. I find from the news in Futu app. Is it correct?

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