BKD
1 tracked call · 1 long · 0 short · last 90d: 1L/0S
first called by RJCcapital 1mo ago
LONG1mo ago
“if you have been stuck bag holding software today is your last chance to rotate into something that makes sense like airlines or assisted living centers”RJCcapital
Rotation out of software into assisted living operators lifts BKD as capital exits tech for real-economy senior care
BKDLONG@ $13.96
$14.76+5.76%
since call Jun 23
peak +13.5%