Sizemore Investment Letter

Sizemore Investment Letter

A Quick Trade Reminder on ASML

Charles Sizemore's avatar
Charles Sizemore
Dec 25, 2024
∙ Paid
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As this is Christmas Eve, we won’t be publishing our regular weekly issue of Freeport Alpha.

I do, however, have a quick reminder…

We placed a post-election trade in ASML (ASML), the maker of the equipment that fabricators use to make chips.

Well, on December 26, we officially hit the end of our seasonal holding period on this trade. So, please don’t forge…

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