Jeff green wrote article
Enjoy the weekend,
Dreamer
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USAC hit a 52 wk high today, and for no other reasons than other stocks have taken a step back and I want to pocket gains and reinvest, I have sold off my USAC.
Would certainly entertain USAC again down the road. Twice now in last 6 years it has been a good trade and still a good dividend. It is nearly $29 now and probably will hit $40 now that I sold, but que sera sera. Will take my 17% gain (maybe more w a couple divvy distributions) and have reinvested into TTD.
TTD seems to be in public spat w Publicis, one of the dying marketing giants TTD built their business around initially. I liked that TTD came out and stated they have never failed an audit and this is more about not sharing confidential info with Publicis just bc they want to see it. Add Jeff Green’s $150m personal stock buy, and I view this as a buyable dip. Could go lower, of course…but if there is any truth to OpenAI partnership, stock could/should explode on that news. So thinking this excess I bought will be a quick swing trade and then still holding the rest for $40. Stock currently in low $23’s.
ESPR is still a profitable investment for me but so many gains come and go…like a nauseating roller coaster ride. They took a step back and ruined 2026, partially, with their acquisition of another drug, imo. On the main bempedoic acid front, they just got favorable guidelines, have a new sales leader, and may be announcing a new ACLY kidney drug indication later this year. Most importantly, the FINAL BOSS of catalysts is the pending ANDA litigation, which could/should move final patent for BA from 2031 to either 2036 or 2040, which is mammoth as the royalties alone from DSE (Europe) and Otsuka (Japan) should be a combined $250-400m/year from 2029 onward. That is pure margin essentially. I am not buying more until/unless it dips below $2 (again) and I will start thinking about it. Not that it isn’t a good value at $2.50 or so current price, but rather I have enough shares at moment and would need a more compelling entry to want to add more to the allocation.
Also still waiting on RADX, which should have some news on trials soon, and should be an active late Spring in the stock. Will sell/flip gains on any pop over $10-11, I think.
Dreamer
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Picked up a bit of TTD yesterday. My last trade in TTD was in Nov 2024 for 129. Bought 2.5x more yesterday for about half the total cost. I haven’t added to TTD in over 5 years. Trusting in Jeff Green right now. The last 1.5 years have not been good for TTD.
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Blah. I suck so far this year.
I really expected between ESPR, RADX, and TTD that i would be able to pocket gains from pops back and forth.
Instead they all are depressed at same time. Did sell RADX early on for more than a double so the overall trade there is still up, and USAC was a good trade.
So not getting crushed like i was in april-jun 2025, but hey - still plenty of time for it to get worse!
Or better.
Fortunate to be gainfully employed, have my health, and the kids are doing well. My perspectives have matured and my patience is more time-tested these days.
Que sera sera. Good luck out there.
Dreamer
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