Great read as always .. obv tax implications but and I've wrestled with this you may be too top heavy in a couple of names .. certainly TTD when it was at it's peak was very unsustainable .. regardless appreciate the detail
hey, I'd love to chat with you about a potential partnership - I run Wall Street Oasis, the largest onlne community focused on careers in finance (over 1 million uniques/mo)...can you find me Patrick@wallstreetoasis.com so we can connect for a brief call?
Thanks for the write up, very enjoyable read.
If you haven' already found it, I would recommend reading Septum Capital's analysis of $SRAC (https://septum.substack.com/p/analysis-of-momentus-space-srac), I found it very useful.
Always appreciate your thoughts !!
Great read as always .. obv tax implications but and I've wrestled with this you may be too top heavy in a couple of names .. certainly TTD when it was at it's peak was very unsustainable .. regardless appreciate the detail
Hi, which plastform/software/data provider do you use to create the sheet which includes all your stocks with 200/50/10 EMAs and trends?
hey, I'd love to chat with you about a potential partnership - I run Wall Street Oasis, the largest onlne community focused on careers in finance (over 1 million uniques/mo)...can you find me Patrick@wallstreetoasis.com so we can connect for a brief call?