AM
Aaron Morse Portfolio
Invests via Scopia Capital Management LP | Managed by Aaron Morse
Invests via Scopia Capital Management LP
Managed by Aaron Morse
Automatically Tracked
Aaron Morse Profile
Aaron Morse has established himself as a prominent figure in the entrepreneurial landscape, particularly within technology-driven sectors. With a strong foundation in engineering and computer science, he has successfully launched multiple startups that emphasize innovation and scalability. His deep understanding of market dynamics enables him to identify emerging trends and drive product development accordingly. Additionally, Morse plays a vital role in nurturing budding entrepreneurs through mentorship programs and investment initiatives aimed at fostering new ideas. His contributions not only reflect his commitment to advancing technology but also underscore his impact on the next generation of innovators.
Aaron Morse has established himself as a prominent figure in the entrepreneurial landscape, particularly within technology-driven sectors. With a strong foundation in engineering and computer science, he has successfully launched multiple startups that emphasize innovation and scalability. His deep understanding of market dynamics enables him to identify emerging trends and drive product development accordingly. Additionally, Morse plays a vital role in nurturing budding entrepreneurs through mentorship programs and investment initiatives aimed at fostering new ideas. His contributions not only reflect his commitment to advancing technology but also underscore his impact on the next generation of innovators.
Investment Philosophy & Strategy
A robust vision for innovation guides Aaron Morse's investment strategy, focusing on technology startups with high scalability potential. His background in engineering equips him to analyze market dynamics and uncover emerging trends ripe for disruption. By leveraging his expertise, he prioritizes investments that not only have strong growth trajectories but also exhibit entrepreneurial spirit and operational efficiency. Through strategic mentorship of upcoming founders, he fosters an ecosystem where creativity can flourish. The emphasis lies in constructing value through adaptive business models while continuously assessing the competitive landscape.
A robust vision for innovation guides Aaron Morse's investment strategy, focusing on technology startups with high scalability potential. His background in engineering equips him to analyze market dynamics and uncover emerging trends ripe for disruption. By leveraging his expertise, he prioritizes investments that not only have strong growth trajectories but also exhibit entrepreneurial spirit and operational efficiency. Through strategic mentorship of upcoming founders, he fosters an ecosystem where creativity can flourish. The emphasis lies in constructing value through adaptive business models while continuously assessing the competitive landscape.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
20.63%
Gain -0.2%
Monthly
0.23%
Yearly
2.83%
Drawdown
21.81%
$166.64M
Equity
Holdings
$166.64M
Investment
$90.65M
$75.99M
Profit -$330,947.95
Realized
$0
Unrealized
$75.99M
Dividends
$41.65M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.2%
Profit
-$330,947.95
Win %
68%
This Week
Compared To Last Week
Gain
0.4%
Profit
$670,112.81
Win %
68%
This Month
Compared to last month
Gain
1.06%
Profit
$1.75M
Win %
68%
This Year
Compared to last year
Gain
11.73%
Profit
$17.49M
Win %
68%
PSEC Prospect Capital Corporation
+4.69%
+$6,528.82 
BSX Boston Scientific Corporation
+2.07%
+$41,830 
STAR iStar Inc
+2%
+$4,584 
MRK Merck & Co., Inc.
+1.87%
+$456,144.1 
PFE Pfizer Inc.
+1.63%
+$100,130 
GT The Goodyear Tire & Rubber Company
+1.14%
+$635 
HCA HCA Healthcare Inc.
+0.06%
+$14,840 
CGIP Celadon Group Inc.
0%
$0 
RAD Rite Aid Corporation
0%
$0 
CIT CIT Group Inc
0%
$0 
TUES Tuesday Morning Corp
0%
$0 
RHT Red Hat Inc
0%
$0 CVC
CVC
0%
$0 WYE
WYE
0%
$0 NDN
NDN
0%
$0 GDT
GDT
0%
$0 LIN
LIN
0%
$0 CSTR
CSTR
0%
$0 ENH
ENH
0%
$0 TRW
TRW
0%
$0 GTOP
GTOPQ
0%
$0 GKIS
GKIS
0%
$0 PXT
PXT
0%
$0 TESO
TESO
0%
$0 CXW
CXW
0%
$0 TINY
TINY
0%
$0 IPAS
IPAS
0%
$0 BOSA
BOSA
0%
$0 STXN
STXN
0%
$0 1404
1404099MN
0%
$0 Events
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Dividends
Dividend Analysis
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No Data
| Trades 32 | Longs Won 6/32 18% | Profit Factor 9.19 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $8.02M |
| Average Win $14.21M | Best Trade (Oct 14) $35.85M | Sharpe Ratio -43.09 |
| Average Loss -$356,713.58 | Worst Trade (Oct 15) -$5.11M | Z-Score -2.56 (100%) |
| Commissions $0 | Avg. Trade Length 21y 9m 3w 2d | Expectancy $2.37M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% | 0.22% | 1.38% | 6.87% | 28.25% |
| Consecutive Losing Trades | 467 | 420 | 374 | 327 | 280 | 234 | 187 | 140 | 93 | 47 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 1404 1404099MN | 16,300 | $1.37M | $1.37M | - | - | - | 0.0 |
 BLDP BALLARD POWER SYSTEMS INC Common Stock | 34,577 | $234,000 | $57,052.05 | - | -$176,947.95 | -75.62% | -2.941% |
| BOSA BOSA | 211,487 | $2.93M | $2.93M | - | - | - | 0.0 |
| BSX Boston Scientific Corporation | 47,000 | $1.67M | $2.06M | - | $392,830 | 23.52% | +2.07% |
| CGIP Celadon Group Inc. | 248,487.75 | $2.46M | $49.7 | - | -$2.46M | -100% | 0.0 |
| CIT CIT Group Inc | 134,500 | $6.16M | $6.16M | - | - | - | 0.0 |
| CSTR CSTR | 40,000 | $1.07M | $1.07M | - | - | - | 0.0 |
| CVC CVC | 208,000 | $5.18M | $5.18M | - | - | - | 0.0 |
| CXW CXW | 100,200 | $4.05M | $4.05M | - | - | - | 0.0 |
| ENH ENH | 73,000 | $2.5M | $2.5M | - | - | - | 0.0 |
| GDT GDT | 34,800 | $2.51M | $2.51M | - | - | - | 0.0 |
| GKIS GKIS | 347,660 | $4.74M | $4.74M | - | - | - | 0.0 |
| GT The Goodyear Tire & Rubber Company | 12,700 | $186,000 | $56,261 | - | -$129,739 | -69.75% | +1.142% |
| GTOP GTOPQ | 31,200 | $532,000 | $532,000 | - | - | - | 0.0 |
| HCA HCA Healthcare Inc. | 53,000 | $2.12M | $24.95M | - | $22.83M | 1,077.91% | +0.06% |
| IPAS IPAS | 367,167 | $2.72M | $2.72M | - | - | - | 0.0 |
| LIN LIN | 24,400 | $605,000 | $605,000 | - | - | - | 0.0 |
 MLR Miller Industries Inc. | 854,630 | $9.66M | $43.94M | - | $34.28M | 355.02% | -0.877% |
| MRK Merck & Co., Inc. | 165,269.6 | $4.91M | $24.81M | - | $19.9M | 405.64% | +1.873% |
| NDN NDN | 13,300 | $215,000 | $215,000 | - | - | - | 0.0 |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Aaron Morse?
The largest contributions to the portfolio's profits come from the following stocks: iStar Inc - $15.62M, Miller Industries Inc - $9.24M, Merck & Co., Inc - $7.09M, Pfizer Inc - $5.27M, and Prospect Capital Corporation - $1.91M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Aaron Morse's portfolio generate?
The portfolio generates substantial dividend income, with a total of $41.65M earned over time. The largest contributors to dividend income include iStar Inc - $15.62M, Miller Industries Inc - $9.24M, Merck & Co., Inc - $7.09M, Pfizer Inc - $5.27M, and Prospect Capital Corporation - $1.91M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Aaron Morse's monthly returns?
Aaron Morse's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Aaron Morse's strategy be considered aggressive or moderate?
Aaron Morse's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Aaron Morse's strategy?
Aaron Morse's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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