The analyst expresses a high conviction long position in IRDM, SYNA, THR, and GLDD, having held these stocks through acquisition news based on deep research and conviction.
Deep research and conviction enabled holding four buyouts through acquisition news, with theses validated by industry peers.
It’s not easy to call 4 buyouts in a ~ 6 month period and hold each of them thru the acquisition news. Only deep research & conviction gets you there. $IRDM $SYNA $THR $GLDD
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | +0.5% | -0.3% |
| 1 week | -3.7% | -5.1% |
| 1 month | -18.7% | -17.2% |
| 3 months | — | — |
| 6 months | — | — |