Hated Moats Investor

I own $GOOGL since 2011. If you wanna read my thoughts on the latest $GOOGL earnings & what I'm doing, you can find it for free on our Substak! “The Search is dead” claim is (again) not it. Capex & negative FCF, could be a genuine issue. So why did I buy? Read more below! 👇

Finding out your portfolio is actually down YTD:

$APP investors right now:

Every stock is a meme stock in this market. $APP

20 year old asking about buying Rolex. Don't tell me there weren't signs.

to all $APP holders among the yesterday's carnage

me looking at the stock market the past month, and especially today

It costs a lot to follow me, as it seems. If you've followed some of my entries, boy, we're not having a good time. Long-term it's worth it though, I still believe it. Don't look at singe days, weeks or months. This is years & decades type of game. Good luck to everyone!

Gotta love the fact that real people are getting hate while grifters and scammers with $200 a month subscriptions are thriving here Wish I didn't have spine either, I could've been making hundreds of thousands by now, too...

it's ok i didn't wanna retire ever, anyway. Some of my largest positions in the past month: $GOOGL -19% $NBIS -50% $CCJ -23% $ASML -26.5% $NOW -23.4% $AVGO -19% $META -20% $RKLB -49% It's like somebody hand-picked my entire port & deliberately tanked it as a whole. Crazy.

I'm the biggest $GOOGL bull you'll ever encounter. Still, how does Gemini have 1B+ MAU? No other explanation than the vast distribution of Google itself. Another question: How could Google let it slip this badly? It's the worst AI chatbot, by far. It's like the disabled cousin, lost, just wandering around the party. I would expect $GOOG releasing their agentic product as a reaction to $META 's Muse by now, being significantly better. All that capex, come on now...

$APP is up by how much in just 2 days?!

It ain't much, but it's honest work... $NVO

Pro TA tip: If the moving average wasn't the exact support/resistance, change the time frame. If that didn't do the trick, change the moving average. Repeat until you're correct. Delete all the previous posts. Wait a few days/weeks. Have a victory lap. Rinse and repeat.

🚨 Novo Nordisk (NVO): Q3 2026 Earnings $NVO delivered better-than-expected Q3 results and raised its full-year guidance. - Revenue: DKK 79.2B, +6% YoY - Adjusted operating profit: DKK 31.7B, +27% at constant currencies - Obesity care: +22% growth at constant currencies - Wegovy pill: DKK 5.4B in sales, +53% QoQ - 2026 guidance: Raised to -2% to +2% growth, from -6% to 0%. My Take The Wegovy pill is the clear highlight in this print (as expected), showing strong demand and potentially expanding the obesity treatment market beyond injectables. However, injectable Wegovy sales declined 13% in the US, raising questions about cannibalisation... Pricing pressure from $LLY also remain significant concerns. The guidance upgrade is encouraging, but the company is still forecasting essentially flat underlying growth for 2026, which is not bueno enough for a meaningful reversal imo. A genuine turnaround will require more than one strong quarter... Verdict: BULLISH Novo is finally showing signs of stabilisation, with the Wegovy pill providing a potentially significant growth catalyst. The turnaround is far from guaranteed, but the latest results somewhat strengthen the investment thesis. Or, at least, it doesn't break the thesis. Is it start of the proper turnaround or is it too little too late? What do you think? I'll dig deeper in the numbers and an article will come out within days on our Substak for free!

Here's the full article: substack.com/@hatedmoats/not…

Sold my $HOOD position back in June. My avg price was $33.21 per share. Do you think it was sound or a mistake?

For perspective, I lost $15k on the $GOOGL plunge. Could I get assigned for 500 shares at $315, with effective price sub-$300 per share? Yes. Did I want to? Not really. Is that a mistake with cash secured puts? Yes, a big one. Will I use the capital to buy $GOOG LEAPS instead? Already did.