WSO Alpha

Disappointing exit and botch of the i-buying business has created a buying opportunity as market overreacts. Core business is still strong, growing at a nice clip and profitable. View Trade

After a red September, October proved to be a solid month for the WSO Alpha portfolio. Overall the portfolio gained 6.57% 4 long positions were added to, with an additional $62,770.70 invested 1 long position was closed for a gain of 19.8% Traditional investments had...

I want more concentration in discount retailers to offset potential growth headwinds for tech View Trade

Continuing to build this position to get it into a top 10 holding for WSO Alpha View Trade

Can't say it better than MBI: https://mbi-deepdives.com/etsy/ View Trade

Continue rotation into value with one of our highest conviction value plays View Trade