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Tag: Skyworks Solutions

The Mispriced Markets Portfolio

Portfolio Review – October 2022

Posted on October 4, 2022October 4, 2022 by mispriced markets

There are value traps everywhere you look these days. I avoid the temptation to try to grab some of the cheese and instead hunker down in the relative safety of my current holdings.

Portfolio Review June 2022 Featured Image
The Mispriced Markets Portfolio

Portfolio Review – June 2022

Posted on June 13, 2022June 13, 2022 by mispriced markets

I sell BGSF and declare an official end to a long and lucrative relationship with micro cap stocks. I look past the current market turbulence and review the portfolio from a more optimistic perspective, with an eye to the next business expansion. I also try to figure out where we stand after the recent market mayhem.

Featured Image
The Mispriced Markets Portfolio

Portfolio Update: Sold Qorvo. Bought Skyworks Solutions.

Posted on May 7, 2022May 7, 2022 by mispriced markets

A deteriorating near-term outlook has me switching lanes.

Featured Posts

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    The Alpha And The Beta May 11, 2021
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    The Mispriced Markets Portfolio September 30, 2019
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    147 Years of Stock Market History September 6, 2018
  • If A Monkey Can Do it, So Can You February 28, 2018
  • My Investment Philosophy January 20, 2018

Contact

Don’t hesitate to reach out if you have any questions, comments or suggestions.

John Cole
mispricedmarkets@gmail.com

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Disclaimer: I am a private investor with no official financial credentials whatsoever. Nothing on this site should be construed as advice to buy or sell securities. This is just me rambling on about my own personal experiences in the investing world. Hopefully someone out there will find something I say mildly interesting. There is a pretty good chance that I own shares in many of the securities I mention on this site. The markets are constantly evolving. A new piece of news could dramatically change the outlook on a stock the day after I post a report on it. So reader beware. The stock market is a dangerous place and you can lose a lot of money. Every investor’s situation is unique and you should consult with your own financial guru before making any investment decisions, including ones made after looking at this website. © Copyright 2018 – Mispriced Markets
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