1 Comment

Thank you! Your month end reports are very helpful. I read this this morning….and then boom, not sure what to make of today’s drop. Was going to buy some more Snow, it dropped so low but waited for report then boom AH it’s going way up…sort of like ZS that fell like a rock today. And CRWD: AH staying still, even though they seemingly had a strong report. Very confusing- I can’t decide whether to add to high convictions, or wait to see if things keep dropping. I know you can’t time the market but it was such a big drop on so many I’ve got, many of yours and others like HD, it’s a challenge. I can DCA for sure and am going to think on that. Hope it’s a good evening for you. Thanks so much for sharing.

Expand full comment