We published an update on GOOGL on May 11, 2022. A copy of the associated Earnings Update report is here.
We published an update on MSFT on Nov 5, 2021. A copy of the associated Earnings Update report is here.
“Micro-Bubbles” are groups of stocks with extraordinary risk within an overall market that is reasonably valued.
Since shorting these stocks can be expensive and difficult, investors can bet against micro-bubbles by going long the stocks that should rise when the micro-bubbles burst. In Part 1, we identified five stocks that were well positioned to rise when the micro-bubble stocks we listed in “Bursting the Micro-Bubble Part 1” fall. Three of these micro-bubble winners have outperformed the S&P 500 since the article was published.
This week, we’re doing the same for the stocks in “Bursting the Micro-Bubble Part 2”. We think these stocks will see a lot of capital flow to them when the second micro bubble bursts.
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