Hey partner,

One of our top picks in the mid-caps thesis has just proved to have supportive price action and order flow.

I suspect other institutions may be leaving enough behind on the tape to confirm what I am looking for out of this company and coming earnings.

Due diligence coming in a separate post this week so stay tuned.

Last time I saw a deal this good was Workday (now up 40% since added to the Offside Portfolio.)

Here’s what I’m buying and where:

logo

Subscribe to our premium content to read the rest.

Become a paying subscriber to get access to this post and other subscriber-only content.

Upgrade

Keep Reading