WSO Alpha

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

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

Rotating into the ad platform that can weather a recession better and faces less privacy issues. View Trade

Adding to a strong long-term position in this weak market with continued pullback View Trade

Rebalancing - still very long but need to raise some cash in bear market and this is richly valued View Trade

Adding to beaten down sector that should benefit from high interest rate environment View Trade