High-conviction long positions in VIAV, AMKR, ENS, and OSS; analyst noted these holdings show insanity-level conviction.
Named positions demonstrate conviction level that stands out; part of portfolio structure
@tesfa_mulat Appreciate you Tesfa. "Insanity-level conviction" is a funny way to put it, but I agree it seems like that sometimes with names like VIAV AMKR ENS OSS etc
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | -2.7% | -2.3% |
| 1 week | +56.3% | +54.0% |
| 1 month | +89.0% | +83.8% |
| 3 months | +19.6% | +16.7% |
| 6 months | — | — |