Mott Capital Management – Analytics Author
I am Michael Kramer, the founder of Mott Capital Management and creator of Reading The Markets, an SA Marketplace service. I focus on macro themes and trends, look for long-term thematic growth investments, and use options data to find unusual activity.
I use my over 25 years of experience as a buy-side trader, analyst, and portfolio manager, to explain the twists and turns of the stock market and where it may be heading next. Additionally, I use data from top vendors to formulate my analysis, including sell-side analyst estimates and research, newsfeeds, in-depth options data, and gamma levels.
Followers: 27998 / Contributor since: 2014
Summary The Nvidia of today vs. Cisco of 2000 story continues. Now, like Cisco, Nvidia’s sales are in sharp decline. The next 30 days will prove vital. Justin Sullivan The … Read more
Summary Amazon’s stock has rallied a ridiculous amount over the past couple of weeks. Someone has made a big options bet that Amazon’s stock declines. Technically the stock has stalled … Read more
Summary Amazon steps up its acquisition machine with two large deals announced in the span of two weeks. Considering the depressed prices of both 1Life and iRobot before deal announcement, … Read more
Summary The only new purchase during the quarter was Amazon.com, Inc., which became a top three holding for Baron Durable Advantage Fund. We believe that while Amazon remains early enough, … Read more