John Johnson
John Johnson @English_Nomad

Prestaties
Alles

33.22%2026
2026
21.72%2025
2025
87.12%2024
2024
68.36%2023
2023
-62.68%2022
2022
12.12%2021
2021
87.1%0%-87.1%
Discussies
John Johnson
John Johnson
Verenigd Koninkrijk
10h
Bought into $TTMI (TTM Technologies Inc) today. The trigger was an acquisition. TTM Technologies just agreed to buy Epiq Solutions for a decent chunk of change, all cash, expanding their footprint in aerospace and defence electronics, which is already their biggest end market. That is exactly the kind... Meer weergeven Vertalen
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TTMI
TTM Technologies Inc
125.71
-15.27 (-10.83%)
John Johnson
John Johnson
Verenigd Koninkrijk
14h
My book had a gap, and I finally fixed it. Most of what I hold moves together. Nice on the way up, less nice when it is not. So when I found $ALL (Allstate Corp) sitting almost entirely on its own relative to everything else I own, that mattered more to me than the headline number. The headline is... Meer weergeven Vertalen
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ALL
Allstate Corp
260.00
-1.15 (-0.44%)
John Johnson
John Johnson
Verenigd Koninkrijk
5d
CVLT: closed +18.37%... Sometimes the boring trade is the good trade. I bought $CVLT (Commvault Systems Inc.) after their earnings beat back in early August. Nothing clever about the thesis: the number was strong, the market had been slow to fully price it in, and the stock had pulled back to a level... Meer weergeven Vertalen
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CVLT
Commvault Systems Inc.
142.81
-1.51 (-1.05%)
John Johnson
John Johnson
Verenigd Koninkrijk
8d
My book has been heavy on tech and healthcare for a while now, and I've been meaning to do something about it. So when a fresh KeyBanc note landed on Remitly ($RELY) this month, raising their target by nearly 18% and keeping the Overweight rating, it got my attention for more than the usual reasons.... Meer weergeven Vertalen
John Johnson
John Johnson
Verenigd Koninkrijk
13d
FormFactor had been on my radar for a while. Record quarter, guidance raised, demand accelerating across DRAM and advanced logic. But the price was extended after the earnings pop, so I held off and set an alert at 118. Today the market sold off broadly. $FORM (Formfactor Inc) dropped into that level... Meer weergeven Vertalen
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FORM
Formfactor Inc
124.34
-13.82 (-10.00%)
John Johnson
John Johnson
Verenigd Koninkrijk
14d
Morgan Stanley had ADM on Underweight for years. Yesterday they changed their mind. That caught my attention. The upgrade landed on the same day $ADM (Archer-Daniels-Midland Co) posted a strong quarter: earnings came in 28% ahead of expectations, and management raised full-year guidance by roughly a... Meer weergeven Vertalen
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ADM
Archer-Daniels-Midland Co
81.62
-0.8300 (-1.01%)
John Johnson
John Johnson
Verenigd Koninkrijk
14d
Centene has had a rough couple of years. Medicaid membership headwinds, margin pressure, a stock that went nowhere for a long time. So when $CNC (Centene Corp) posted Q2 earnings that absolutely smashed expectations (EPS nearly x2.5 the estimate), it wasn't a surprise to see some renewed analyst... Meer weergeven Vertalen
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CNC
Centene Corp
64.00
-1.22 (-1.87%)
John Johnson
John Johnson
Verenigd Koninkrijk
15d
My book was missing a defensive anchor. Most of what I hold moves with risk sentiment, and I wanted something that wouldn't correlate. Commvault ticked that box. $CVLT (Commvault Systems Inc.) is a cybersecurity and data resilience business. They reported earnings a week ago and beat by over 35%.... Meer weergeven Vertalen
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CVLT
Commvault Systems Inc.
142.81
-1.51 (-1.05%)
John Johnson
John Johnson
Verenigd Koninkrijk
15d
Picked up $MYRG (MYR Group Inc) today. Here's the thinking. MYR Group is one of the largest electrical contractors in the US, focused on transmission and distribution work and commercial wiring. The structural backdrop is obvious: grid modernisation, renewable interconnection, data-centre power... Meer weergeven Vertalen
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MYRG
MYR Group Inc
323.89
-16.89 (-4.96%)
John Johnson
John Johnson
Verenigd Koninkrijk
21d
Entered $GM (General Motors Co) on 23 July at 82.50. The thesis was simple: the market was pricing General Motors like a company in structural decline, while the numbers said the opposite. Q2 came in at 3.57 EPS against a 3.13 consensus, a 14% beat, the 16th consecutive quarter of outperformance. More... Meer weergeven Vertalen
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GM
General Motors Co
83.71
-0.6600 (-0.78%)

Over John Johnson
Verenigd Koninkrijk
Strategie: Waarde

Ex-Royal Navy intel | Serial Business Founder since 2008 | US equities, tech & biotech
Volledige biografie weergeven Vertalen
2 Kopieerders
252 Volgers

Vergelijkbare transacties

Recent verhandeld

TTMI
TTMI
Geopend•18/08/26, 19:09
▴1.03%
W/V
MYRG
MYRG
Gesloten•18/08/26, 17:46
▴-8.73%
W/V
ALL
ALL
Geopend•18/08/26, 15:13
▴-1.56%
W/V
FORM
FORM
Gesloten•18/08/26, 13:30
▴6.27%
W/V
ATI
ATI
Geopend•14/08/26, 14:58
▴-0.57%
W/V