Immunocore Holdings $IMCR appears on our list for the second day in a row, as General Atlantic LP filed a 13D revealing an ownership stake of 11.50% in the biotechnology company.
And Dollar Futures aren't even off by that much, just down a couple of points over the past week.
But still, the Dow is up almost 2000 points, Ethereum is up 60% and Active Managers just posted their second highest weekly increase in exposure in the history of the NAAIM survey:
The largest insider transaction on today’s Hot List is a Form 4 filing by Nimish P. Shah, who reported an additional purchase of roughly $1.4 million of Tricida $TCDA.
The only 13D on our list today was filed by Baker Bros Advisors LP.
As many of you know, something we've been working on internally is using various bottom-up tools and scans to complement our top-down approach. It's really been working for us!
One way we're doing this is by identifying the strongest growth stocks as they climb the market-cap ladder from small- to mid- to large- and, ultimately, to mega-cap status (over $200B).
Once they graduate from small-cap to mid-cap status (over $2B), they come on our radar. Likewise, when they surpass the roughly $30B mark, they roll off our list.
But the scan doesn't just end there.
We only want to look at the strongest growth industries in the market, as that is typically where these potential 50-baggers come from.
Investors have a lot of questions right now. With sentiment and at some of the most pessimistic levels in history, what will it take for some of these trends to change in the second half of the year? I believe some major trends are already changing.
The Playbook takes a step back and looks at things from a more Structural perspective. If you're specifically looking for more tactical opportunities, you can check out this week's Live Mid-Month Conference Call.
Here's what we'll be discussing in our Q3 Playbook:
