WSO Alpha

Opening a position in European value ETF (relatively undervalued vs US value) to get more $ to work and balance the portfolio more View Trade

Sold off a portion of this position near the highs, looks like a good risk/reward after shedding ~25% for this fast grower View Trade

Overview: Palantir Technologies (PLTR) provides organizations with solutions to manage large disparate data sets to gain insight and drive operational outcomes. Founded in 2003, Palantir released its Gotham software platform in 2008, which focuses on the government intelligence and defense sectors. Palantir expanded into various...

There’s a famous saying in investing that goes as follows: And things look rather “piggish” lately. For instance, Tesla (TSLA) is up 55% in the last month: While I’m obviously pleased it’s certainly a sign of speculative excess in the market. Broadly, the S&P 500...

Another overreaction from a fast growing business with tailwinds (home gyms) = buying opportunity View Trade

Still want to stay long, but at this price it feels (more than) fully valued. Will look for opportunities to get more invested if there is a pullback View Trade