6/26/2026

NASDAQ got hammered for over 1,200 points last week. But I was up 2.9% and am up 17% YTD. But nothing is at a point were I think I should sell.

I did buy some BMBL this week at $2.84. I had been looking at it for a few weeks. My valuation on it is about $9 a share. But they are in the middle of cleaning the company up, cutting low/no margin revenues and cutting expenses so revenue comps are ugly right now. But the capper for me was the rumor on Thursday that they were looking at selling the company. Unless they get a really good price, my guess is they will not sell. They are paying down debt and are supposed to make around $1 a share EPS this year, so if they execute, I think the stock price will at least double form here anyway.

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