WSO Alpha

Concerned that the company has a target on its back...rotating these $s into a more compliant company View Trade

Just trimming our largest position to keep more balance and have more cash on hand for new opportunities View Trade

Long term thesis still in tact. Still a high growth riskier play but the risk-reward at this price hard to resist View Trade

Thesis hasn't changed long term and we think this will be one of our best performing growth stocks long term View Trade

Replaces sold position with general payment toll road biz model with more downside protection and strong moat View Trade

Take a nice gain + rotation out of a stock that is more dependent on corporate travel and more into a general payment toll road View Trade