Stocks I'm Buying and Selling Right Now
Summary
Opinions
NU (stock, NYSE)
Initiated a position as the stock came down to a level he feels he needs to own. Likes the management, company, and vision.
DUOL (stock, NASDAQ)
Sold the position at a huge loss to consolidate into another stock (NU). Believes the company still has to prove its new strategy is the right one.
PGY (stock, NASDAQ)
Sold the position at a big loss, believing there is a 'better story elsewhere' (NU).
SOFI (stock, NASDAQ)
Believes the company is resilient to macro conditions, has a good track record of surviving challenges, and will continue adding to the position.
GOOGL (stock, NASDAQ)
Very happy with the position's performance and considers it one of the best companies on the planet that can provide market-beating returns.
META (stock, NASDAQ)
Actively increasing the position, believing the current stock stress presents an 'excellent opportunity' with potential for 80-90% returns in 12-24 months.
DLO (stock, NASDAQ)
Positive on the stock following an 'excellent report' and 'good guidance' from the company.
UBER (stock, NYSE)
Believes that as long as the company continues to perform and execute, the market will eventually recognize the strength of its ecosystem.
RBRK (stock, NYSE)
Contrarian positive view; believes the market 'hates these types of names for no good reason' because the company continues to perform.
Topics
Portfolio Performance Review
Interest Rate Speculation
Investing During Geopolitical Uncertainty
Portfolio Restructuring
Investment Philosophy on Cutting Losses
Macroeconomic Impact on Fintech Sector
Big Tech Investment Thesis
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