Subject: Re: Dreamer Corp - Port Update
I have been following this guy on stocktwits since 2020, as he called for my then-beloved ESTC to drop to unfathomable levels during covid crash, and he was right. I begrudgingly paid attention to him since. He does look at the companies a bit in terms of fundamentals, but seems more of a chart trader - and seems fairly good at it. I don’t act on any shorts/drops he predicts, rather just avoid those stocks at the time, but he is a big fan of small caps and I am too.

So I have been looking to find small caps he likes, and that I like the longer-term fundamentals/investor story, so as to marry together his chart/TA views with my longer-term view of a smaller/undervalued mkt cap that has upside.

He led me to ESPR, for what that is worth.
He also really liked ABCL for a long time, and that didn’t go anywhere much, although he trades in and out.

Two more of his I am looking at now are AIP and OSCR. OSCR isn’t as tiny, but compared to all the health ins giants out there, it is small.

My port, in order of allocation sizes at moment:

ESPR
EVGO
AIP
OSCR
RBOT
1% cash

up about 44% YTD but with volatile stocks, that fluctuates rapidly!

not investing advice…do your own DD. remember I am just a guy on the internet.

Dreamer