October 2021 Review
It's been a hectic month in the meatverse
2 of our kids have had coronavirus at the end of October.
They are fine - largely fevers, muscle aches and some emotional liability - it’s pretty much settled now, but it’s been disruptive to our usual pattern.
Our C19 vaccine seems to have worked well. Despite receiving a faceful of coronavirus for about a week, my wife and I are well (at least for now).
I am way behind my work admin. There won't be a formal portfolio update this month - I am simply out of time.
$SEMR - average ~ $23
Small add to $ESTC
Tracking position in $DCBO
Trimmed $TDOC (oversized vs conviction). Will take another look after their investor day in November.
Some interesting points from Richard as always on $TDOC…
Trimmed $API and despite it's potential role as a metaverse beneficiary… it's likely on its way out (underperformance, other ideas with less drama….Feel like I really fumbled this one by trying to be cute about taxes)
Sorry for the brevity.
Have a great November!
$AMPL, $DLO, $MQ
Curious about: $TWST, $DNA