1. Who are the wheelers and dealers I follow.
Unfortunately I haven't been in the game long enough to know who holds a long term track record.
I guess this helps me as I'm forced to go with the flow and back the hot teams. I guess every broker, dealer is doing well in this market. Once again disclaimer: I'm not implying these guys will remain hot forever, but to me this is simply a game of psychology and understanding the human mind...and what other people will pay up for. So I just go with who's hot and in the right sector and seem to do okay. A secondary disclaimer is for this to work I require a market thats either wiggling sideways or moving up. I'm hopeless trying to pick winners in a falling market lmao.
The ones that have done best for me I tend to follow:
Broker Deals:
CPS - Quality deals, good hit rate in both tech and EV metals
GTT - I like when these guys are on a register if the company is cheap and near its lows they're good with lithium. They tend to sell once the deals done after a bag or two...but often the run continues much longer AVZ, 4CE, LPD (PLP), MQR, VKA, FRN
Otsana - These guys seem gun to me at tech deals last two years. They however do require patience but eventually quality stands out and there is money to be made. GMV, OOK, FGO (CR8), RAC, XPE (RYG), DTZ. They're failed deal was SVT. Two commodity deals CAI has done well. JDR has just come live and is doing well.
Individuals:
Jason Brewer - WFE, 4CE, VEC, CFE, FEL. I think the worst performer so far is WFE which is 200%+ since his appointment.
Tolga/Evan Cranston Combo - JRV, NCZ, EUC, DRG, HEG, AL8, FZO, MEI and more. Tolga shells generally trade a high premium $6-10M MC, there's three or four on the market.
Klaus - Market seems to back him and like him. Paying premium for CAV. BLZ, AVZ, TAR have done good. ARD not so well.
My thoughts haven't changed since two months ago, they still seem the hottest three on the market right now, money follows where they go.
Others:
Patersons/Bell Potter - Seem good with raises. Also follow Bahen's closely and like when they show up on registers.
Circero/MW - Quite slow but they deliver IAM was a Disallowed. YOJ 10bags too. ZIP another Disallowed. VTX was a multibagger. BLZ doing well. BRK,CIZ (I'm still stuck here), FRN slow. PCH/TMT didn't really hit it off.
Peak Asset - I like these guys cause they're incredibly helpful and friendly. I haven't kept close eye on their deals but OKR, G88 seem to have done well lately.
BW/Alto - If you can get into their inner circle, these guys have the tightest hands. They're raises trade like everything is escrowed lol.
As for posters I follow, or pay attention when they talk?
Just going off the hearts;
Anton: Used to disregard his stuff, but over time the longer I'm in the market the more I realise the wisdom carried in his words. I wish he was slightly more arrogant so he could drill few points into me earlier, I naturally picked them up over time and I'm sure with more time I'll be able to resonate with what he says better.
I.e things like register backing, get close to raise price/director buying and so on...things that make alot more sense/importance to me now than it did a year ago.
Gladiator: Young gun, my strategy resonates similar with his in terms of timeframe and focusing a few key high conviction plays at a time, hot sector with a hot team. Get in when the crowd is hating/burnt while a company is near its lows looking for a turn around.
Strauss/Minoil: These two pick things completely off everyone's radars at rock bottom. Its funny as time goes by I begin understanding the beauty of buying cheap and minimizing downside risk from a fundamental perspective. They're your local detectives.
TraderGT: Has gone a bit M.I.A and posting less, but once again also focuses on a few key plays at a time. Very good at picking sector moves before they occur an also seems well equipped on macro's.
ForrestField: Also posting less, wealth of knowledge and well covered across all sectors. Incredibly patient and well researched, and when he does pick them good they tend to be a mega baggers.
TreasureHunter: Posts on twitter, picks them out like a sniper. Very simple straightforward strategy, understands a good story, psychology and technicals. Looks for the right broker backing/management and has an incredibly backstory starting with very small sum
As for Fibs: I do feel hes a genuinely good stockpicker. The crowd/herd screwed it up, the process I've noticed is it'll jump circa 30% in two days from weak herd hands, then drip away. Although in time the fundamentals do shine out and they multibag. VAL, BDA, DDD of recent times hes picked out.
As for non hearts;
I always listen when W4G, Malaga, Greenbull, Jezzy posts about fundamentals.
I generally listen to everyone, even if its their first post. But when these guys tip something it likely means its worth taking a bit of time out your day and have a look.
I'm sure I've missed some quality posters but its quite late here lol.
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