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Jeb Sturmer's avatar

We are on the same page here. I have bought small amounts this year for what is probably a $170 cost basis overall. But every single chart I see has SNOW as not just an outlier but an outside-the-solar-system outlier. If 2022 has taught me anything it is that these high multiplier companies get hit harder than any of the others do. But when Saul, Gaucho, Poleeko, and Muji all have this fat positions I just wonder what I'm missing. In spite of thatI think I'll stay at 5.5% for the time being. Thanks Joe.

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Beachman's avatar

Happy New Year to you and your loved ones. May 2023 bring better days to all our portfolios.

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