I thought there might be interest in talking about trends in STLs publicly traded companies. I personally try to invest about 20% of my portfolio to #StlMade companies.

Personally, I’m following Square (SQ) of San Francisco & St. Louis and BellRingBrands (BRBR) of Brentwood as opportunities.

Square is currently trading roughly 50% lower than its most recent high of $85.70. Currently it’s at $40.72. I’m holding off on this until we get more details as to the extent of the economic impact as they’re obviously heavily reliant on small business. Maybe (use that optimistically) a Q2 buy.

BellRingBrands also appeared to find stability before the virus. Trading at low $20s prior in mid-February, currently at $14.44.

addxb2 wrote: ↑

Mar 24, 2020

I thought there might be interest in talking about trends in STLs publicly traded companies. I personally try to invest about 20% of my portfolio to #StlMade companies.

Personally, I’m following Square (SQ) of San Francisco & St. Louis and BellRingBrands (BRBR) of Brentwood as opportunities.

Square is currently trading roughly 50% lower than its most recent high of $85.70. Currently it’s at $40.72. I’m holding off on this until we get more details as to the extent of the economic impact as they’re obviously heavily reliant on small business. Maybe (use that optimistically) a Q2 buy.

BellRingBrands also appeared to find stability before the virus. Trading at low $20s prior in mid-February, currently at $14.44.

BellRingBrands is a smart play.  Anything the former Ralcorp team touches turns to gold (Post foods).  Robert Vitale hasn't missed a step since taking the reins from Bill Stiritz.

Stereotaxis is also a good call and has made significant progress under new leadership after lagging for years.

I start this month working for a $4.5b company, ended last week working for a $2.5b company and after today I work at a $3.0b company and I’ve been at the same place the entire time. Unfortunately for me I got my annual shares when we were a $4.5b company. But we’re in good position with plenty of cash on hand, actually already looking for firms to snap up on the cheap that make it out of this mess severely wounded.

Not St. Louis based but St. Louis heavy.

Industry seem to agree that Southwest has an advantage going post-covid.

https://www.google.com/amp/s/markets.bu ... 1029350329

Currently trading at $34.33.


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