Paul Mampilly’s 100x deal- sEASON 2Dear Friends
Let’s keep the group “Paul Mampilly’s 100x deal” going
Thank you
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I’m curious if PM has taken any of the 100x recommendations off the list – Has he sent Sell alerts on any and if so would anyone mind sharing which ones. Thanks.
No sell recs yet.
Ok thanks DD !
None.
Updated excel spreadsheet 2, no changes in the sheet 1 please refer 4/5 upload. 100X average gain is 243%.
Happy Anniversary !!! 100x completing 1 year, last year April Backoffice started this thread, now Mario started season2 this April. Devildog132 started sharing stocks and tips generously in the beginning and everyone joined. Thank you all for the wonderful contributions!!!
Great. Thanks!
And thanks to you too Van for your generosity. I am lazy and don’t deserve all the help you boys snd girls have given us . So thank you!!!
Thank you Venkatesan and all major contributors!!!
Thank you. Just wondering if there were any EF recommendations lately? The last I saw were from February
IO stock mean ION Geophysical Corp ?
Yes
Another question – anyone know approximately how much PM’s EF portfolio is up since inception? Just curious.
On 3/26/21 an email indicated it was 317%. Of course, PM entry price in his calculation likely is not yours, so…
Wow – so it’s doing even better than 100x, if going by inception date?
DD – do you go with all of his EF picks as well as all of his 100x picks?
100x does not equal 100%.
100x = 9,900%. So no, its not quite at that yet 🙂 nor will the average be. Its that some stocks in the portfolio may have the potential for such a return.
For reference 2x = 100%, 3x = 200% etc.
Or, in simple terms. If it has doubled (2x) you have a 100% return
EF does significantly better than 100x. I’ve mentioned that many times. Not really sure what the obsession is with 100x. Only a handful of 100x stocks did very well. Every single EF stock did well.
I know that already doc bb. I was talking about PM’s “100x” service. I was asking if PM’s picks from his service he calls the “100x” are doing better or worse than the picks from his service he calls “EF.”
My bad Gonz! Read your comment in my email, and should have read the whole thread. Sorry!
No problem
I know that Doc BB. When I said 100x, I was referring to the service that PM calls “100x”
No, I haven’t. You have to keep in mind, 4/15/20 is when 100x started, and EF has been around longer.
I have a pattern of weeding out stocks that aren’t moving in my portfolio, if the don’t move within 6 months of the rec date. I have determined not to do this with 100x, but I still do it with EF and the other services.
Sorry everyone. I’ve been looking but can’t find, as I only have PU . Is FCELL still a hold? China’s use of hydrogen cells? It’s down 50% for me, ??????
FCEL was sold on 12/22/20 @$10.96
TY
Buy Alert on GBOX middle price $19.00 , PM’S -IPO SPECULATOR..
Anyone know when was LSAQ, EQD and CACHU recommended in Kings NEF? Thank you,
CA Healthcare Acquisition Corp. CAHCU 03/26/2021 $10.24
Which service is PM’s most expensive subscription?
100X. $10k for sign-up and then $1k yearly renewal. Also, it has a cap for number of subscribers, so not easy to get in. If you like to subscribe, please call BH and wait for your turn.
Do they really cap it? What’s the logic behind doing that? I’ll admit I’m a cynic but that sounds a little bit like a ruse.
Yes, the cap is well justified. Think about 10,000 people buying a Micro-cap at once (on the same day/week), what will happen? Stock will bid-up significantly. Just take the latest rec IDXG as an example. It shoot-up 35% within 30 mins of alert with a steady rise to 65-70% within the next few days. It defeats the purpose of selling a costly service when you can not lock a low price. Also, think about whoever is paying $10k (maybe $19k now) for a subscription is likely to have significant cash power. So they are not investing a mere $500 or $1k in a new rec, rather a several thousand. The micro-cap is destined to bid heavily up under the hands of these focused investors. The cap is there to make the service useful to subscribers.
You assume that PM is recommending stocks under the radar. I can’t speak of last years’ picks as I did not follow this thread back then. The SP/100x stocks mentioned in the past three months however have received plenty of chatter in the days leading up to his recommendations. Such chatter is most likely the key reason for his recommendation in the first place.
“Such chatter is most likely the key reason for his recommendation in the first place” I guess we’ll never know. I made enough money with PM’s recs so I follow him. Have you bought any of PM recs?
I have, although I already owned about 1/3 of the SP/100x recs this year before he recommended them. The others I’m only holding a very small stake in (about 0.25%). I am curious how they are going to perform. Can’t hurt to learn about different industries/technologies.
Ok makes sense, thanks for the reply
$19000 not $10000
100X $19,000. NINETEEN THOUSAND DOLLARS. Did you get that? THOUSAND. I called, and they guy spoke to me like he was doing me a favor by “squeezing” me in.
So you got in right? Is it 10k or 19k? well, either way, once my portfolio is back to where it was couple of months ago, I’ll try to get squeezed in.
On their website it says it’s 10k a year and $1k a year thereafter and that there is a waitlist. At least that’s what it said a few days ago when I was looking for that info.
Call and ask. They increased it by double. Greedy bastards.
Yes, its better to follow DD and other users here for the recs that come out, they are very kind to post here. That way lot of folks gets benefitted without shelling out huge amount
My understanding from the sidelines is that Extreme Fortunes is a better performer, yes?
Some of the big performers in EF were recommended in 2018 or 2019. Time frame is different.
Doc – do you think that the more recent EF pics will do well but just haven’t done much yet because they’re newer?
I just figured out what performance on 100x would be, if I had actually equally weighted since day of inception, not based on PM’s get-in price, but my actual get-in price. I believe I have always bought in day 1, even if just a partial position that I built up. So, calculating with my initial purchase price and exactly equally weighted, with no other trading, I would be sitting with 222.56%. 100x has it’s one year anniversary in 2 days, so, there you have it — a pretty good real number of what 100x has done with PM’s number removed, as no one is getting in on these at the entry price he is using.
I think the next year or two will give a more accurate picture of these stocks success as the last 12 months have been a bit of an anomaly.
LoL
3/26/21
Painful to watch as my portfolio hits 2 year low. Feels like I’m drunk off of the koolaid. RWLK (reaching its 200DMA), NNDM (reaching 200DMA), FLDM (below its 200DMA), EXPC (below its 200DMA), WWR(reaching its 200DMA), CGIX/VYNT (riding the 200DMA). Many other charts here probably look the same. Growth stocks are getting clobbered. QQQ, SPY, DOW at new highs. IWM flat today, but my holdings are all red. Been on the wrong side of this market.
I have stock positions that are down big time. Fortunately, I also have PU large cap stocks that really did well before they started going down. My portfolio is aggressive and tech heavy but I try to include small, mid, and large cap stocks. It helps even out the volatility. I try to be apathetic to market swings though it’s easy. I’ve been through several corrections since 2018 so I don’t panic anymore. My time horizon is 5 years (that’s when I turn 62).I believe in growth, cannabis, and millennial boom stocks. I have faith in PM. I believe that I will have big gains this year and in the next 5 years.
This correction will be over soon! Cheers!
But the market isn’t going through a correction,am I wrong on this?
stealth correction… called sector rotation. many growth stocks are down significantly. Reopening stocks are in vogue. The index does a great job of smoothing over what is actually happening under the surface.
Doc, I agree with your strategy and basically I follow the same pattern, the only difference is that this week I’ll turn 62, hope I have 5 years more to go…
Mario, we’ll have many more good years!
Under what economic scenario would money start coming back into growth stocks? Would you guys think? Money has to move out of something …
Assuming rates and inflation stay under control, then when GDP normalizes to under 2-2.5% growth. The attention will be growth stocks again. Keep in mind, that PM’s stocks are more of the innovative area. There is risk on trade and risk off trade. PM is definitely a risk on trade.
That is the big question. Growth stocks have had a good run for a number of years so perhaps value stocks are due their day for a while. It is amazing how much more the PM stocks have gone up compared to Nasdaq on the way up but this is also mirrored by the greater decline in the way down. I have taken some profits (I wish I had done so earlier) and have recently bought back in at lower levels but they continue to decline. I have stuck with some stocks particularly MARA and Microstrategy because crypto and Bitcoin has continued to go up so far but this has been a big beating whilst the broader market has done ok. I guess it all depends on ones time horizons. Normally things come back quite quickly but there have been times when it has taken a long time to reach previous highs notably post 2000 dot com boom. Good luck all.
When I started trading, I’ve been in positions that stayed -80%+ for years, so I learned not to become a bag holder. I screwed up this time being over confident even though I was cautious with my entries, didn’t sell as I made a profit (each of my current red positions were once in the green). Leveraged options are pretty much down the drain unless things change around fast and furious.
Based on my readings, these are the market crashes: 2000 dot com, 2008 real estate, and 2020 covid19
4IR is underway, a convergence of new tech is happening; IoT, AI, 3D, 5G …There is so much to look forward to in growth stocks. I’m BOP in the long term even if they might be slow this year! Stocks outperform other asset classes over long term.
Stocks haven’t outperformed Bitcoin. It may not have been considered an asset class by the financial establishment a few years ago but it sure is now.
I agree with you, though. Technological innovation taking place during this decade is still largely ignored/misunderstood. Sector rotation makes sense for obvious reasons due to the first economies heating up again, but utility and tourism sectors are not going to trump tech innovation for long.
Whether (m)any of the 100x picks are actually innovative companies being able to transform their niches in the future remains to be seen, though.
Yes, it would be difficult to outperform bitcoin’s parabolic rise. But MARA outperformed bitcoin for the past 12 months. Before this correction, MSTR outperformed bitcoin.
PM is a much better stock picker than I could ever be! I buy his recs then I read up on the company later. Lol. I do DD if I want to double down.
I’m glad that I bought three bitcoin when PM recommended it at around $4200. How I wish I bought more. I grabbed some ethereum too.
This thread is educational and helpful. Thank you!
…..Wish there was a delete post button.
Yes! Me too so much.
If memory of history serves me right, the time we are feeling a bit panicky is the time to buy or hold, not to sell. I’m gonna hold.
PM’S IPO SPECULATOR -TRADE ALERT: BUY INTO LHDX AND SUMO .Average price on LHDX $10.00 and SUMO $22.00
Rebound profit.
Buy calls on DOCU ATM Jan 2022 strike 180 less than $38
OTM docu 260 less than 23 is great.
Just curious about what some of you are doing in regards to taking profits. I missed taking profits in January when the market was way up because I changed my strategy from “taking profits on the way up” to :let it run.” That was a big mistake.!
I have a few stocks from 100x recommendations that are running on house money and have gone up over 200% and even 400%. At this point, do you think letting them run is a good strategy rather than taking the money and running. I’m willing to wait 1 – 2 years for them to grow but not 5 -10 years. I just don’t see the market recovering to previous high anytime soon but of course, I know very little about the market and could not do this without PM recommendations. Thanks
I think it is all depends on individual tickers – please share the tickers so our friends can provide feedback
I have a different mindset regarding taking profits. I do take profits even though if the equity is a long term wait , when it is really squeezed up , I sell partially to cut down my leverage when it is really going up and use that as a cash reserve or buy a different equity to balance . Everyone has there own way of investing obviously..
You have to do what you’re comfortable with. Sounds like you’re losing sleep over short-term dips, but this conflicts with you’re willingness to let them ride toward growth. Every growth stock will have a degree of volatility. You have to accept that.
One of the guys on Banyan Hill suggested this formula:
100 shares at $10, if it goes to $15, sell 20%; $300 out.
80 shares go to $20, sell 20%; $400 out.
60 shares to $30, sell 20%; $450 out.
45 shares to $45, sell 25 shares; $1225 out.
$65, sell the 20; $1300 out.
I may have the 20% wrong. He may have used 25%, but you get the point.
Looking back, what I don’t like is figuring out where I’d be if I had not taken profits.
My brother worked for a bank. Went to Afghanistan for a year with the Army, stock was $45 when he left. He got back and it was under $2. He loaded up on it then, and sold it off at $12 when he was no longer with the bank. Told me he’d have $1.8 if he just held it. But is it really wise to have so many eggs in one basket. Ask the Enron guys.
Figure out your profit taking formula that makes you comfortable. And if you really are okay with 2+ years, then just ignore those stocks for a while.
Thank you DD & Sam. This helps me as well. I am loosing my sleep on my own picks; I am fairly new to this and am learning as I go
Agreed, it is up to the individual to decide on how to take profits. For instance, I do not pull money out of my stocks as long as my conviction is high. If my opinion about a company changes (or I want to rebalance my portfolio due to higher conviction in other stocks), I sell my stake and do not look back. Simple (but not always easy).
But as DD said: figure out what works for you and what lets you sleep at night. There’s no point in having sleepless nights over your investment decisions. You’ll miss out on enjoying your present life and are likely to make more poor investment decisions out of fear/anxiety.
Any new EF/SP recommendations ; last we had is from Feb
Not yet , I assume it will be this week though..
In today’s PU video update, Paul did mention that he would be releasing an EF recommendation on Thursday for a biotech company that is scheduled for FDA approval for a drug that treats people on dialasys. The FDA approval is set for April 29th. Could this company be Ardelyx (ARDX)?
Teaser email says EF rec coming on Thursday for a biotech that is weeks away from potentially receiving FDA approval for its drug — a drug 60% of doctors plan to recommend as a “top pick.” Mentions it is similar to Stemline Therapeutics, Immunomedics, and ArQule in that they’re tied to a “biotech takeover.” It’s when one company gets taken over by another — an event that could send the stock surging higher in just one day!
Any guesses?
I posted about this just minutes before you 🙂 I thought it might be ARDX.
Thank you! The date lines up. Looks like others may be figuring ARDX too looking at the after hours jump likely coinciding with the video update.
Hi All…I’ve been participating in the background. Extremely helpful insights from you all are appreciated very much. I am wondering what input you might have on TTOO? Bought a chunk @ 3.35, about the time I went heavy into VUZI. VUZI went 31 and TTOO has fallen all the way to 1.40. I can’t find out anything about TTOO’s activities, possible breakout reasons, etc. Any input?
TTOO is $1.27 now. It’s painful to see it in the red everyday. I should have sold it in the $3s.
Biospace.com has a continual news stream on biotech & pharma stocks that can be helpful in keeping up to date in this area. I’ve made some good picks following their news stream.
Thank you for sharing, looks like a very helpful source of information.
VYNT doing well today
Many of the other stocks turned on a dime about an hour before market close. Not sure what caused the turn around.
Following this thread for a little while, just subscribed. Thank you all for your thoughtful posts!
Anyone get in on COIN today? It over $400 already. Wonder if the crypto traders will even care, or just keep their $ in coins.
I’m optimistic on this one, but PM did not rec in IPOS. As he can’t rec what he buys, makes me wonder.
DD132, I truly appreciate your perspective, generosity, and contributions to this forum. I picked up a small amount of COIN today. Like the 100X, I expect a bumpy ride and anticipate a distant horizon.
It didn’t play out as I expected. Got in relatively early at 388, bought again at 422 hoping it’s keep going, but then down 20% at end of day overall. Thought there’d be a lot more excitement. Maybe bad timing with people leery, or maybe crypto traders just don’t do stocks.
The crypto community does not like Coinbase much: steep fees, poor customer service and little belief in crypto currencies. Apparently, Coinbase only holds about 4k bitcoins in their balance sheet and pretty much sell all the crypto they make every quarter.
I’m staying away. As a crypto play its future is bleak without a change of mind in their asset management strategy. As a “tech/growth play”, I rather invest in growth companies with an existing moat or micro caps with major upside potential (such as 100x stocks).
I suppose COIN is going to ride the media hype for a while once the immediate direct listing dust has settled and as long as the crypto bull market continues. Keep in mind that other US exchanges are vastly outperforming Coinbase in customer growth, though, and I doubt that their share price is going to be any higher in two years’ time than it is right now.
Your insight seems better than mine was today.
It was interesting that COIN listed its shares directly on the Nasdaq, as opposed to selling new stock through an initial public offering.
I took a small position today too and am down, but my gut is saying it’s going up in the short term – I wouldn’t be surprised to see it on the 400’s again tomorrow. Whether it’s a good long term play, I have no ideas.
Quite possible… the valuation is nutty and Coinbase is relatively expensive and restrictive, but it’s also true that Coinbase is a strong consumer brand, and is aiming for the 95%+ of US investors who aren’t really diehards or in the “community” but might feel comfortable knowing they have a US address to use when they want to file suit. If Bitcoin et al continue to get much larger (a big “if,” of course), then there’s probably room for lots of different kinds of businesses to thrive with different customer groups.
Insights I picked up from talking heads on Coinbase – Expectation – several larger banks will become direct competition leading to shrinking margins etc. Explains the taper in pricing by closing bell. Early days .
Absolutely, the momentum and brand recognition for retail investors should provide the company with comfortable profits for the time being. I’m not sure the same can be said for their investors, though. In the mid- to long-term I’d be wary of their crypto exchange competition as well as competition by banks, big and small. The tech-affine retail investor will shun Coinbase for its fees and poor reputation in crypto circles (“Q: which exchange to use?; A: anything but Coinbase”), the tech-averse retail investor will listen to their local bank’s advisor or investment advice subscription. I expect that both would eventually propose active crypto funds/ETFs and/or miners over an exchange stock. I could be wrong, of course.
I don’t remember exactly when but in one of his video updates, PM mentioned that he will not recommend COIN because it’s going through a direct list and does not declare how many shares will be available.
I missed that, but seem to recall a day or two before seeing the number of shares going out.
Sometimes he makes recs in IPOS as post-IPO. Cathy Woods of the ARK funds picked up a lot. Made be feel a little better about my (mis?)adventure yesterday.
It was on the video posted earlier in the thread.
Hi folks. I have been following this thread for a while and am thankful for all the recs/information/ knowledge generously shared.
I am relatively new to this PM 100x thread (summer/fall 2020) and have started to buy some small positions in some recs shared by members (sorry don’t have all member names remembered yet but learning).
I recently started self-investing with small positions until I am more familiar with the subscriptions (I’ve been reading/searching comments and am learning a bit more but definitely a novice self investor of micro and small caps). I also share the red in this portfolio but understand the volatility for this type of stock and the recommended timeframe (looking for greener days ahead) since started investing in some positions. Yes it’s a time to have strong/diamond hands. I have been on the sidelines watching the 20% daily swings and watched stocks (MARA) and others performing with the volatility this year, especially when the FOMO kicks in when recent and previous rec stock prices are headed in the up direction.
My current investment strategy is similar to at least one member when he started sharing investment comments in this thread a while back.
Likely similar to some members, I am exploring potential retirement in the next 5-10 years in a occupation which is not financial investment related but can share that my first home and work computer had a 5″ floppy drive for an operating system, programs, etc with no hard drive.
My current strategy is to create a core position and either sell some core position to take profits for future recs, and considering adding short term positions separate from my core position to recover some initial cost and leave my core position intact with “goal of using house money” and/or other possible new strategy.
As suggested in this thread, I am researching an entry subscription into PM and reading his referenced 10 rules (and of course just upgraded membership on this site) to expand my financial knowledge, research and increased understanding.
I am aware and accept the volatility of the any micro caps/small caps stock and invest accordingly to suit my situation.
Previously I left a comment and email to ask about financial chart settings (namely for the additional position to explore a trading strategy to recoup initial investment and requested info but realize this is not the site or thread for this). This email topic was my misunderstanding as I am also looking to learn how to apply and interpret various features to charts and settings for adding removing the additional positions squeezes, etc with time to buy and sell in general terms. Also been researching on Google, YouTube, etc.
Being a bit older and admittedly not as financial knowledgeable as I probably should be with financial research, but I am always interested in learning more about the stock chart clips shared and learning more (not asking for your personal tweaked charts settings) info if available and permitted on this thread.
Cheers