GP Margins
gpmargins.bsky.social
GP Margins
@gpmargins.bsky.social
NHS GP (Barely), CFA exam passer, market enjoyer.
I’m struggling to fight the fomo for Rolls Royce RR.L

Anyone have any comments on the co?
February 27, 2025 at 10:02 AM
My hesitancy with buying EU defence names is that I can’t see a picture in 18months time that is MORE bullish than the present.
February 25, 2025 at 9:25 AM
Hard to read much into the equity market moves when they’ve been straight up for 3 years

Wouldnt take too much notice until a 10% pullback
February 24, 2025 at 6:21 PM
Nintendo has well and truly broken out. Not sure it’s had a down day in the past month.

Switch 2 pre-ramp but coming off a fairly undemanding valuation

+32% YTD
February 20, 2025 at 6:45 AM
Is Martin Shkreli on here yet? He taught me how to use excel
November 26, 2024 at 9:54 PM
I feel this.
SOX red 6 straight. Last time it did that was September 2022
November 17, 2024 at 8:13 AM