It honestly hurts to see $CAKE leave my portfolio. I’ve held it for nearly 3 years. It’s been a great investment. I more than doubled my money and collected dividends along the way. But investing is about opportunity cost. I think the upside from here is more limited, while I believe $UBER and $NFLX have a much clearer path to doubling over the next several years. Sometimes the hardest part of investing isn’t buying. It’s knowing when to move on.
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