Winning Trades
Share your positions with us! This is a column where you can find the winning trades of our fellow tigers. There probably are a few potential opportunities that you may have overlooked.
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Comments
$Arm Holdings(ARM)$ 1. ARM is a leader with a saturated number of customers limiting future growth.
It’s in a highly competitive landscape and needs to innovate beyond patent expirations in the 2030s.
2. As a controlled entity of SoftBank, I expect the board to push for buybacks in a bid to maximize returns.
3. I expect SoftBank to slowly unload its stake, while ARM buys back their stock - this may initially sustain the price.