WSO Alpha

Love the company, feel like it's just fully valued for now so taking some profits and reallocating View Trade

Rather rotate into better value plays with less headwinds. Take the L here. View Trade

Trimming largest position, still a big long believer but valuation feels full in the near term View Trade

Taking advantage of massive pop from acquisition announcement to raise more cash and get more defensive View Trade

Growth story broken, want to consolidate portfolio and raise more cash View Trade

Adding to the ad platform that should do well long term regardless. Now our second largest holding. View Trade