Buys Today

Added to two of my highest-conviction positions today.

Bought more $UBER at $75.26 and $NFLX at $73.67.

Continuing to build both on weakness.

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1 Comments

Beevis @beevis · 57m

Thanks for sharing Ashton! Here's my feedback:

1. 🎯 Define how concentrated you want your top 6 stocks to be
2. 📈 Align this high-volatility portfolio with your 3–5 year horizon
3. 🧪 Make your UBER & NFLX conviction sizing explicit

Including my full thoughts below, shoot me a message if you wanna chat about it!

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