Made two final planned buys for now today. Added $SNAP at $5.90 and $BN at $37.29. I’m happy with the size of both positions from here. With $SNAP, I’m going to hold and give management time to execute. The user base is there, monetization and cash flow are improving, and now I want to see that progress continue. With $BN, I’m comfortable letting the position sit and compound. I continue to view Brookfield as one of the steadier businesses in my portfolio and a name I believe can compound nicely over the next 5 years. For now, both positions are where I want them.
336 views
2 Comments
Kyle @longtermbags · 6d
Added $BN here as well
See the full comment section 👀Sign up for the full Blossom experience!
