Valuebo Posted 7 hours ago Posted 7 hours ago More Terravest and new (well I had before but I reopened) Nintendo and Copart positions. First one 1% of NW, others 0.3-0.4% so obv looking to increase. All with CPNG profits, selling some short term calls into this strength.
WayWardCloud Posted 1 hour ago Posted 1 hour ago I added a bit to Microsoft today. 4.1%>5.5% of net worth. Looking at Netflix, SalesForce, Adobe... Scary times but lots of opportunities too!
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