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NoMiss

$DONTMISSJJon K.

About NoMiss

These are past high-conviction stocks that I held and may have sold too quickly in my IRL portfolio. Grouping them here for one more chance

About the Creator

Old guy with a brand new baby girl who is going to need a bunch of money in about 18 years. Focused on buying the companies that have a 20-year plan—usually the ones with visionary CEO’s who themselves have skin in the game. I’ve lived all over the USA, plus a decade in the UK, and many months in Brasil. Trying to leverage my math chops, historical acumen, and ability to envision what the near-future looks like so that my family stays comfy and insulated from the cold and the wolves

Activity

Total Rebalances1
Last RebalanceAug 25, 2025

Posts by Creator

Changes:XMTR +8.4%LMND +8.3%NBIS +8.3%ANET +8.3%ASML +8.3%

$DONTMISS looking to get into construction / builders for the next year to win from reshoring