John Johnson
John Johnson @English_Nomad

Performance
All

28.23%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%
Discussions
John Johnson
John Johnson
United Kingdom
1min
My book was missing something. No exposure to consumer discretionary, nothing tied to the high street comeback story. So when $VSXY (Victoria's Secret & Co.) turned up, it filled a genuine gap rather than just looking shiny. Victoria's Secret has been quietly rebuilding for a few quarters now. Fourth... Show More
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VSXY
Victoria's Secret & Co.
76.61
0.4200 (0.55%)
John Johnson
John Johnson
United Kingdom
3d
Stopped out of $ON (ON Semiconductor Corp) today, down 8% from my entry. Not going to dress this one up. The deal I liked (Onsemi buying Synaptics) never fell apart. No bad news on that front at all. What got me was the wider chip sector having a rough week (again), and this stock has a habit of moving... Show More
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ON
ON Semiconductor Corp
95.72
-2.15 (-2.20%)
John Johnson
John Johnson
United Kingdom
3d
Payments has been the one gap in my book for a while. Insurance, agriculture, semiconductors, real estate, space. No fintech. Then $XYZ (Block Inc.) turned up on my radar after a proper analyst re-rating, upgraded from underweight to overweight in one move, price target nearly doubled. That kind of... Show More
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XYZ
Block Inc.
77.34
-0.0700 (-0.09%)
John Johnson
John Johnson
United Kingdom
8d
-10.47%. That's where $GM (General Motors Co) closed out for me today, and I want to walk through it honestly rather than bury it. I bought in around 83.18 on a simple thesis: the stock was trading at 6x forward earnings after a guidance raise, with two separate analyst upgrades behind it. Cheap,... Show More
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GM
General Motors Co
78.34
1.70 (2.22%)
John Johnson
John Johnson
United Kingdom
8d
My book had zero exposure to chips going into this week. That felt wrong given where the AI infrastructure spend is going, but I'm not chasing a sector just to have a ticket in it. Then $ON (ON Semiconductor Corp) turned up.... Onsemi announced a chunky all-stock deal for Synaptics, folding it... Show More
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ON
ON Semiconductor Corp
95.72
-2.15 (-2.20%)
John Johnson
John Johnson
United Kingdom
8d
Closed $GNRC (Generac Holdings Inc) for -2.69%. Here's why I'm fine with it. I closed the position after it broke below a level I'd marked as the line in the sand. Not the hard stop, a tighter one, tied to the trend structure that got me in the trade in the first place... The thesis was... Show More
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GNRC
Generac Holdings Inc
234.38
-1.48 (-0.63%)
John Johnson
John Johnson
United Kingdom
8d
Closed $HPE (Hewlett Packard Enterprise Co) for -1.57%. Two days in, and I'm glad the exit was quick. Here's why I pulled it... I bought back into Hewlett Packard Enterprise after its post-earnings gap had settled into a tight cluster on the chart, entered around 44.03. That kind of consolidation,... Show More
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HPE
Hewlett Packard Enterprise Co
49.64
0.5300 (1.08%)
John Johnson
John Johnson
United Kingdom
10d
The crowd has this one wrong. Or at least, that's the bet. $ADM (Archer-Daniels-Midland Co) has a Hold consensus and an average price target that sits below where I bought it. Most analysts are still anchoring to the accounting mess that dragged the stock down over the past couple of years. Fair... Show More
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ADM
Archer-Daniels-Midland Co
80.04
1.06 (1.34%)
John Johnson
John Johnson
United Kingdom
10d
The gap in my book was obvious. I finally filled it... Everything I hold leans defensive. Real estate, insurance, a SPAC position sitting in cash-equivalent territory. Good ballast, but zero exposure to the AI infrastructure buildout that has been the defining trade of the last 18 months. $HPE (Hewlett... Show More
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HPE
Hewlett Packard Enterprise Co
49.64
0.5300 (1.08%)
John Johnson
John Johnson
United Kingdom
10d
EXIT: $HST (Host Hotels & Resorts Inc) | Host Hotels & Resorts | +9.53% | 70 days The stop did its job this morning. Position closed automatically, no decision required on my part. That is exactly how I want a trade to end. Entered at 21.10 in late April. The thesis was straightforward: largest... Show More
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HST
Host Hotels & Resorts Inc
23.08
-0.0800 (-0.35%)

About John Johnson
United Kingdom
Strategy: Value

Ex-Royal Navy intel | Serial Business Founder since 2008 | US equities, tech & biotech
Show Full Bio
2 Copiers
249 Followers

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Recently Traded

VSXY
VSXY
Opened•10/07/26, 15:23
▴-0.64%
P/L
ON
ON
Closed•07/07/26, 14:38
▴-7.96%
P/L
XYZ
XYZ
Opened•07/07/26, 10:04
▴-2.13%
P/L
GM
GM
Closed•02/07/26, 16:37
▴-10.47%
P/L
GNRC
GNRC
Closed•02/07/26, 12:57
▴-2.69%
P/L