3/10/25 - $vst - I'm in.3/10/25 :: VROCKSTAR :: NYSE:VST
I'm in.
- as we rearrange chairs on the titanic
- i am actively finding the chairs already generating >5% fcf yield (ideally closer to 10%), growing, not having missed, good charts, mgmt etc.
- think i have a portfolio of 20-25 of these. trying to trim down to 10-15 and make them 1.5-2.5% positions each with my core positions remaining NXT leaps and OBTC
- b/c at this stage, if you're thinking we have substantial downside on risk, i think you're listening to too much CNBC
- this has been an asymmetric crash, so you won't see it in the index
- find your chairs, we may chop around for a few weeks, months... so i like stuff w good downside protection and that's super rentable for income (back to why i'm adding this)
whatchu think anon?
so far the rental portfolio includes
- gamb (2%)
- can (1.5%)
- vst (1.5%)
- blde (1.5%)
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