now we know what it feels like to be yoohoo drinker... well it ain't that bad but it don't feel good
our call spread lost money... we leaving office, probably rain on our heads after that disaster
Long time ago FunnieBucket said reduce AAPL Position, we agree with AEA, that doesn't mean sell all your AAPL, it means the golden age of AAPL is done, now it still very good and worth holding some, you can hold overweight but not 3x more than other Top 10 Holding on your Portfolio...
only duncvc as us which AAPL sit in our Top 10 Holding... answer is #3
we cut back our NFLX, so did Carl, was NFLX in his top 10 before he reduce the position?
lost a lot in energy stocks, that made up most of his top 10 holdings...
...his only darling was AAPL
only listen to yourself, and ask us what we think if you not sure, yoohoo too busy drinking chocolate milk to do good research
we were leaning slightly negative on SWIR, we did a small bear spread, nothing of big trade
he wave white surrender flag... he only do one thing good, gossip