Not as Cheap as You Think: The Real Story Behind NEWT
A read into a bank favorite that is confusing at best.
I’ll keep this one short and sharp, not sweet.
First, a quick acknowledgment. I’m not perfect. My friends, family, and a few bagged-up sectors from the past that I own can confirm that. But lately in fins? I’m on a bit of a run.
BFF is up nearly 10 percent since I published on April 26 following a superbly clean earnings print.
Robinhood (HOOD) is up almost 50 percent since I dropped that piece on April 1, and the headlines keep getting better.
Even U.S. banks are now outperforming their European peers since April 29, the day I told you “Things Done Changed”.
I told you NU would have a soft quarter.
I drilled PAGS and STNE.
Ace said it. Citrini echoed it. “He’s on a generational run.” (thanks guys).
I’ll admit, a small part of me wants to raise prices. An annual sub still breaks down to just $1.28 a day. That’s almost nothing compared to the alpha and mindset principles you’re getting.
But the market gods are always listening. They look for any signs of hubris. And yes, I’m still holding a few bags from letting friends talk me into stocks I didn’t underwrite or fully understand. So we’ll stay humble. Pricing stays put.
I do see growth ahead. The community is building, which has been great to see. And the premium chat is starting to come alive.
Premium members, let’s dig in. Free members, ask yourself, when someone consistently delivers high-signal alpha, is $1.28 a day ever really too expensive?
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