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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Wow, today felt like I was drowning and managed to come up for some air! I have never held on so long to a downturn.
Any opinions if we should brace for another pullback? I guess no one really knows, but you have all been so supportive!
Michael Carr, a Banyan Hill options guy, gives a weekly market update. He is usually kind of a party pooper, not to bullish. His last update talked about a “spectacular summer.” Most positive update of his I’ve ever watched.
Thanks for sharing, I think the mood on this thread will go from gloom to elation… I will do my best to simply enjoy the ride.
Looking back at my investing life, when I really feel like I can’t take any more drawdowns and want to run for the hills of perceived safety, in hindsight, that’s always been when I wished I had bought more.
So, since all my money and leverage are already invested, I’m happy to do the second best thing, nothing : )
I don’t trade on technicals but RSI and similar indicators mirror physical phenomena. Sine waves go up, then they go down. The market is more of a chaotic system, but still has similar tendencies. Look up sine waves on Wikipedia.
Hi DD can you please share us the new 100x this week , I heard there is a new one.
100x; 4/26/21; BOXL; $2.14 was price in alert, but was not able to get in with initial position until $2.50.
This morning it is at $2.48.
True Momentum alert today 4/27/21 on UPST, buy at the market.
Hey, everyone I lurk this page and I’m really grateful for what everyone has done. I think there are some great picks in this group of stocks.
I waited 20 years for a 50 million dollar micro cap stock to slowly transform into a multi billion dollar pharmaceutical. With a strong balance sheet, growing sales, highly profitable. Did I have strong hands or Diamond Hands… Unfortunately Hell no…
I knew my risk tolerance, locked that thing away believed in the potential and as long as the company was making long term progress towards it’s goals left it alone.
There are some companies in these PM picks I really like. I have no idea if I picked the right ones or not but I do know why I picked them understand what their purpose for my financial goals are and all of them have multi year time frames. No doubt 3D and AI maybe not the ticket although I do like that stock are here to stay. Homes will need to be built.
PM picks that resonate with me are SMED, DFH, NNDM, IPWR, AFRM, AI, VJET, CLSK
I have no idea if these will be winners. I believe I understand what each of these companies is trying to do. I truly apologize if some of these are not PM picks. My Watchlists have become more disorganized than I would like. Don’t do what I do. Do what you are comfortable with.
Be mindful of the market and follow your rules till the end. Some of these I will follow till the end or forever because the upside vs bet size will allow me to psychologically.
“Know thyself”
Curious. What was the stock you held 20 years, and how’d you do?
Same! That was a real cliffhanger lol
Clinuvel CLVLY an Australian Biotech of all things lol. I’m still holding almost all of my shares today. I sold enough to Guarantee a profit, and pay off some debt so I would feel free to let the rest of it ride.
I was going to Kansas State University this was late 90’s and there was this golf course down the road near Fort Riley.
They kept the course in amazing shape and for between $12.50 and $15.50 they would let you play as much golf as you wanted. So we did.
Growing up in Colorado the UV is just totally different which I totally forgot about because I could go about 3-4 hours without a burn in KS. That’s about an hour equivalent in Colorado in summer.
Went home that Summer played 18 with my dad and we caught a high UV day and I was burnt to you know what. I was like a boiled Lobster.
I was so pissed off and I refused to accept that sunburns were something I had to live with. I came across some abstract regarding Melanocortin Research from the University of Arizona that either had been or would be licensed to a biotech.
The company became Epitan, that was a failed endeavor and I can’t remember all the crap I had to go through at that time to actually buy shares in Australia.
Eventually Epitan became Clinuvel. With a new CEO and a different direction. My hatred of that damn sunburn and my stubbornness had me buy either shares or an ADR for $0.145 cents per share as I recall there was a reverse split eventually of 10 for 1
So initial position at $1.45
I would follow the CEO Phillipe Wolgen into anything but Clinuvel has become his life’s work and looking back I can see that the man has acted brilliantly and with integrity.anagement and shareholders are in complete alignment. It is the only Stock I have ever been genuinely proud to own. I hope to pass it to my children.
Dr. Wolgen is and always will be the smartest person in the room (In a good way) He is an amazing leader and I’m quite convinced he could keep a secret till doomsday.
If you’ve come with me this far it’s time for full disclosure. I was also looking at Borders, Barnes and Noble and Amazon Books
Who could possibly monetize book shipments? Ha Ha Ha… Well I bought some Borders some Barnes and Noble I think I sink about $1,500 in and never got into that whole online retail fad. lol
I mean you couldn’t possibly put your Credit Card or Personal Info out there; half the country was certain it would mean Identity Theft and CC fraud. So Mr. Bezos had to go without me as an investor…
Thanks for the post! I really like all your picks here. I don’t know if AFRM is a PM pick, but I own and really like that one too. I know DFH came up in IPO Speculator and I didn’t look into it too much at the time, but now I am and really like what I see so far. I plan to jump on board with a small position in that one today 🙂
Also I have some critical typos in my post above. I was trying to express that 3D Printing, Artificial intelligence, Data Science, Profitable businesses, Disruptive materials and technologies as opportunities will be with us for awhile.
I don’t know how the specific actual companies will fair. I swear IPWR and others were on the list.
Dream Finders built our first home and even during a recession they killed all of the national builders and had a way better product.
So much so that DR Horton and Pulte basically surrendered their lots to them because their Dream Finders Designs, Value, Superior engineered materials and sales people, along with their willingness to do some semi customizations and have more plan options made the other builders look like amateurs.
If they can scale that package in attractive markets look out. I work in Construction (not homebuilding) as an executive (Nothing Fancy) but I know enough to drive by projects and see which companies are doing things right.
To this day I see ripped vapor barriers poorly designed plans and substandard engineered materials from national builders and I just shake my head.
PU -FLASH ALERT : BUY MODERNA INC. (NASDAQ: MRNA)CURRENT PRICE RANGE
$159.02 TO $186.68
This one surprised me. Seems a bit late to the game.
Same here. I bought it early last year and sold it on the news in December. Putting it on the watch may add some stakes later on.
I have decided to wait for PM’s full analysis/video. I know MRNA has several additional stuff in their pipeline, maybe PM is bullish on their prospect. The vaccine is already priced into the current ticker.
I think the idea is that Moderna will be applying their biotechnology to other medical areas or other vaccines. Also, people worldwide may need the covid vaccine annually. I’m not buying the stock at this price, just commenting on the possible rationale.
For what it’s worth MRNA was also a Fool recommendation early this year around $159. A podcast from the MF last fall showed they have numerous late stage trials in the pipeline. I bought last March and had been having a hard time trying to figure out when to sell as I feared a post vaccine crash. I guess I will hold for now and am very curious in what PM has to say about it.
There is also discussion of a booster shot to account for variants being distributed this fall.
I agree DD132. I bought this last year when it was $80.
Looks like Moderna just announced an agreement to supply 10mm doses to Israel through 2022.
https://www.businesswire.com/news/home/20210420006160/en/Moderna-Announces-New-Supply-Agreement-with-Israel-for-2022
Perhaps that’s the precursor to another announcement, perhaps supplying the vaccine to other countries, especially those with shortages.
The EU’s position of not extending the Astra Zeneca contract is also likely to increase demand for Moderna. I wouldn’t be surprised if other countries/regions would follow suit. AZ really botched the delivery part.
OPTT 100X Stock – Deplyment news: https://www.streetinsider.com/Corporate+News/Ocean+Power+Technologies+%28OPTT%29+Deploys+PB3+PowerBuoy+for+Enel+Green+Power+in+Chile/18295219.html
Did you all see where NNDM bought Deep Cube an AI company. Hope this is their breakout.
I hope so too. I bought shares at several price points, all quite a bit higher than where it’s at now. Love what they do.
Biden wants more of our Capital gains 39.6% to 43.4% let’s do more to tank investment and the economy Mr. President!
https://mobile.twitter.com/business/status/1385286568752070660?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Etweet
Not many specifics yet on proposal but looks like would only apply only to those making over 1 million per year. Their cap gains would be taxed as ordinary income (39.6%), plus medicare surcharge would increase rate to 43.4%
Not sure what percentage of households make over 1M per year but I assume it would not have a large enough impact to seriously affect the economy, especially considering the stimulus that would be pumped in. If it did end up having a widespread impact, perhaps inflation would remain constrained, the Fed would keep rates low, and growth stocks would remain highly attractive.
Not making a political judgment, just trying to think through the potential impact of these measures on high growth stocks.
This is not how the economy works. It simply is not.
…and as rtrader pointed out already, the actual impact of what is known so far will not go beyond wealthy and rich people throwing a fit on social media. Usually, they do not even understand what the policy means for their own wealth either.
I don’t worry too much about the extreme millionaires this is geared toward. Their accountants will take care of them nicely. They have plenty of loopholes to work with.
Is there a logical reason why IDXC seems to be immune from all downturns? I waited on the original rec being that it popped 30% in a half-hour, but it is still running while every other rec is struggling. What’s the deal?
Ha ha ha, I agree @yogi, I have been waiting patiently for it return to its normal price
I am also waiting on IDXG to come down and the rest of the PM picks to go up 🙂
ha this a funny one. still waiting for it to gown down to build my positions – since PM reco it has trended higher. all the other PM picks where i am fully invested are very down in last 1.5/2 months
Yesterday I had a good feeling that PMs stocks were on the way up again so I took advantage of lower prices and added to my portfolio. Today I was optimistic when our stocks were rising this morning; that is until the our current administration decided to bring up raising taxes on income and capital gains. That’s when I lost all of the gains from the early morning. I am afraid that politicians are going to damage the economic recovery of our country. Wish they would just stay out of the way.
I am also surprised with MRNA recommendation. Bought this stock last year and sold it when the price started moving downward. I don’t think I will jump in at the current high price.
I did the same thing!!
Misery loves company, thanx for bring there with me 🙂
PM seems to overpay and underperform with his medical stocks
Blue print medicine, Seattle Genetics,
and a few others, it’s usually the lagging
part of the portfolio.
Investing in micro cap trial-stage biotech/medical companies is gambling/simple speculation based on the resumes of the executive research personnel and the available information on the drug/procedure trialled. This is all a matter of a risk-reward calculation and not a matter of having a “knowledge advantage” – although there’s plenty of marketers telling you otherwise.
If the trial is successful (uncommon), you can win big. If the drug/procedure is a flat out disaster (somewhat rare) or is not offering any significant advantage over other methods (likely), there is not much money to be made. Even long-term trial experts are poor at predicting outcomes.
I suppose, PM’s strategy with these companies is to spread his investment among a range of companies in high-yield fields and to hope for one big winner, or a couple of minor winners, to come through.
“I am afraid that politicians are going to damage the economic recovery of our country. Wish they would just stay out of the way.”
You’re kidding, right?
In the likely case you are not, please do yourself a favour and spend a little time learning about basic economics and/or any other relevant social science.
Sorry that not everyone here is as knowledgeable as you about economics or market investment but we can do without the snarky comments “you’re kidding, right? In the LIKELY case you are not, …”. Perhaps you are unaware of how your message might be perceived but There are other ways to phrase your message.
Hello Marissa,
Here is a good write up by Goldman Sachs. Explains the number of impacted households, the stocks they feel most at risk, and past market behavior because of said impact.
For what it is worth, I feel BTC will take a few more bumps because the proposed tax increase. I also believe that higher taxes do take away from economic activity.
I suppose we will have to see the overall market impact.
https://www.marketwatch.com/story/get-ready-for-178-billion-of-selling-ahead-of-the-capital-gains-tax-hike-these-are-the-stocks-most-at-risk-11619174251
Conformis Announces Achievement of Third Milestone Under Development and License Agreements
Mentioned: CFMS SYK
when was this recommended?
6/4/2019 at $3.98
I’m still really confused about PRLB. It was recommended at the literal top and is down more than 50%. I was DCAing down all the way til I ran out of money to invest and it kept dropping. Very concerning for a stock he said would go “500x”.
Seto, PM never says a stock will go anywhere. He says what he thinks will happen based on his knowledge, experience and extremely good research. He makes it very clear that he is speculating on direction. No one can make guarantees in the market but Paul Mampilly does very well with his recommendations.
I totally understand that. And he is usually very good with his recommendations. You would just think with such a bullish recommendation (his most bullish in PU that I’ve seen while being a member) that it wouldn’t go in the opposite direction.
Let see if the recent pull out of crypto will move into small, microcaps
PM-PU Buy alert- COIN $269.97 TO $316.93 price range
PM-PU Buy Alert COIN $269.97 TO $316.93 Buy Range
Good Day: I don’t know if I’m stating the obvious and was the only one who didn’t know but I was on YouTube the other day and the algorithm brought me to Mampilly’s channel where it seems he has a weekly discussion. Obviously, he isn’t giving any free individual stock tips but just his market feelings and trends he sees.
He has “Bold Profits” on YouTube and you can subscribe and get a weekly update. They do make ETF recs on there.
Flash Alert: Buy Into TLGRF MIDDLE PRICE $1.12 , PM secret portfolio
PU Buy COIN $269.97 to $316.93 from earlier this morning. I have not been receiving text alerts, but I just saw it in my email. although $282 is the 52 week low. I did buy a small amount at $300 even though I’m lower on cash than I’ve been in a long time. I don’t even like coinbase or coinbase pro as a consumer but i use both because Binance.us was intolerable to me.
Thanks. Another graphene stock! (NNXPF is the other one)
nnxpf is been doing good so far
Also WWR
Hi DD, Is PROG still a buy in IPO Speculator? Can you please share the recommended buy price and date by PM? Thank you.
PROG Progenity Post IPO – Special Report 06/19/2020 $13.31
Thanks Sam. Just got in..Hope it rebounds 🙂
Yes. 6/19/20 rec’d.
It has two prices listed.
Pre-IPO price of $15.00.
Post-IPO of $13.31.
Good question Siva! This was not on my radar but I just got in for a small number (100) of shares AH too. I would have picked up more but my wallet is empty as of late 😀
I was in Progyny Inc (PGNY) earlier this year and sold too early. Got in at $29 and out at $39 (now it is $53). I liked the company but didn’t have the conviction to stay in since it was NOT one of Paul’s picks. I ended up settling for a 35% return over about 3.5 months which I can’t complain about. They are a more established company and less focused on genetics, but it reminds me of PROG a little bit.
Anyway, I can see PROG being like LOVE or EOLS where it trades down to where it is now ($3) before a really successful run. Thanks again for bringing this up on the board and good luck to everyone who has a piece of it!
PM’S TRUE MOMENTUM :UPSTART HOLDINGS INC. (NASDAQ: UPST)
CURRENT PRICE RANGE
$98.28 TO $115.38
Point of reference – – this was a MF Discovery 10X pick on 03.09.21 (@ $46.87, spiked up to $180 shortly thereafter).
Two days of bouncing back up. It feels good!
SHRMF: is up 75% on the news that it has filed a statement with Canadian Securities. The cease trade order was lifted. Off to the moon with MMEDF (unfortunately, PM sold it).
The Capital Gains tax increase proposed by the president will most likely trickle down to have consequences for those making much less. Just like flipping from an energy exporter to an energy importer has has gas, heating oil etc on the rise. Higher taxes on that class will discourage investments and help lower GDP.
JMO
This is trickle-down economic “theory” which has been debunked. The last time the US raised cap gains, 2013, the market ended with a record high. Although if the wealthy pay more taxes, I will be glad for it–even if I was eventually marginally impacted, which I doubt. I’m sure the parents who get a childcare subsidy or the un/underinsured who get healthcare will not think the economy has tanked. Their “economy” might vastly improve. The wealthy keep at least 20% of their wealth in offshore accounts never paying taxes on it like average Americans do. The US has a serious inequality problem–that is not sustainable– and CEO salaries have risen astronomically while workers’ wages have been stagnant. If you trade in a Roth, you are never subject to these taxes (though I understand that wasn’t your point). As for oil, why didn’t you complain about the billions of tax-payer subsidies the oil companies get (conservative numbers place this at $20b/year) which also blocked and prevented other markets from growing?
Again, I ask that we stick to talking about specific 100x stocks unless you want to continue to hear my rebuttal to conservative ideology being posted as truth, which I’m sure you and others don’t.
I wish you and everyone here the very best with your investments. We could go back and forth forever with statistics that support some of our opinions. I do know that the 2017 tax cuts repatriated billons of dollars that were being kept overseas and boosted the economy and jobs market for all classes. Have a great weekend cacurmar2013. Now let’s make some money next week!
I agree that the conversation should stay on PM (and maybe IK). However, when discussing economics, it would be best to stick to facts rather than feelings. History is the best indicator of how tax increases, or decreases, effect the economy…mights & maybes are not empirical evidence.
I’m thinking maybe all users should agree to a single discussion page that only has buy/sell alerts from any service. Just those: no comments, no thoughts, no questions, no thanks, etc-just trade alerts. Keep it lean and clean to trade alerts.