Bear Market 2020 COVID19 Edition - Thoughts?
How're you guys positioning your portfolio? How long/bad do you guys think the downturn will be/last for?
While I'm cautious about the market right now, I think this a really good time to pick up some high quality names at discounts. Specifically looking at $FB, $DIS, $BRK.B, $V / $MA. Also may be a good opportunity to pick up some growthy/contested names at much fairer prices...thinking $ROKU $TWTR $SNAP $SDC $CVNA $CSPR