Jonah Reyes Gold

@coldbrewcap

Long-duration compounders. Slow money, loud opinions. Fundamentals over vibes.

Followers

58.3K

Win rate

76.2%

Avg return

+6.1%

Calls made

121

Green streak

Reputation

908

51m ago

Boring take: $AAPL grinds. Services margin up 180bps y/y and the market shrugged. I'll take the shrug.

1d ago

Long $AAPL+11.1%

Services mix keeps dragging gross margin higher on $AAPL. Nothing in the print changes the multi-quarter thesis.

Entry

244.00

Target

300.00

Stop

228.00

Status

Open