๐ Inverse Cramer Mar 9

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MONDAY MAR 9

No, because the company is too levered to private credit. We donโt want to go with private credit. The world has change, private credit is not a good thing.
-On Hamilton Lane ($HLNE)
Youโve got it. Thatโs like a mini Vertiv, good call.
-On Nvent Electric ($NVT)
I donโt think you need it. I would go.
-On Agilent Tech ($A)
Too much risk in there. I donโt want Google coming in after me.
-On AppLovin ($APP)
You stick with that one (Buy, Buy, Buy) itโs going to go higher.
-On Intuit ($INTU)
That’s a wrap. As always, we’ll be following Cramer’s every move so you can do the opposite.
See you tomorrow,
-IC