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@jonnagap "Plenty of opportunities all around if you care to look and analyze I just dont understand when people complain about everything being overvalued or ATH Medical devices $ISRG $SYK $BSX Health Insurers $OSCR $UNH Luxury $HESAY $RACE Financials $SPGI $FDS $MCO Restaurants $WING $CAVA $BROS All of these names are close to XX month lows on valuations or price. Not every one on that list is a buy but they are far from overvalued. Money is always flowing from one sector to another. I have never seen a time when there isnt a sector that is temporarily out of favor"
X Link @jonnagap 2025-10-14T00:19Z XXX followers, XXX engagements

"@SayNoToTrading I own $AZO and agree this makes little sense since they have included auto parts in the tariff. I guess its just the algos that have automakers and auto parts move in opposite directions as if its a simple zero sum. The auto parts stocks look completely overpriced here I think"
X Link @jonnagap 2025-03-27T16:26Z XXX followers, XXX engagements

"@QualityInvest5 Its just lazy for people to dismiss $SPGI as AI road kill. But I am glad they did. Got a chance to add to it and $MCO"
X Link @jonnagap 2025-10-14T23:56Z XXX followers, XXX engagements

"@QualityInvest5 Fully agree. But I think it maybe too little too late. I think their best days are over. $CRM will just bleed away into irrelevance"
X Link @jonnagap 2025-10-14T23:51Z XXX followers, XXX engagements

"@AKWilk Awesome thread If you had to own just X names in the waste industry which would they be I am leaning towards $WCN and $WM but would love to hear your take on"
X Link @jonnagap 2025-09-19T03:48Z XXX followers, XX engagements

"Seems like luxury as a whole is hated right now. Which makes $RACE even more attractive. Nothing beats an entire sector being hated on. Those usually present the best opportunities. Whats the price at which you would take a full position in $RACE Personally I would be ready to do so if it drops another 4-5% to the low 360s"
X Link @jonnagap 2025-10-13T20:05Z XXX followers, XXX engagements