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.
Thanks! It's on my reading list!
Always appreciate your thoughts !!
Thanks Kailash! Appreciate you taking the time to read them!
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?
Hi Matteo
The SMAs are in Google Sheets
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?
Thank you!
I use webull my portfolio tracker