James FD

@jamesfoxdavies

7 published takesReturn since start

GLP-1 Downstream Winners
WST · STVN · MCK +15Practice
+5.5%
since Sep 29
Insect Protein Feed Chain
DAR · ADM · FRPT +15Practice
+3.5%
since Sep 29
RAS Buildout Suppliers
PNR · XYL · LIN +16Practice
+2.5%
since Sep 29
Electricity Is the New Input Cost
CEG · VST · GEV +16Practice
+1.5%
since Sep 29
Selling the Hours Back
LYV · TKO · BKNG +11Practice
−0.7%
since Sep 29
Crewless Ocean Suppliers
TDY · GRMN · IRDM +14Practice
−4.3%
since Sep 29
Chip Production Chokepoints
ASML · TSM · MU +16Practice
−14.4%
since Sep 29