$UBER and $NFLX might be the two stocks I look back on and wish I bought more of. I already own both, but I’m still not satisfied with the size of either position. Both businesses are getting stronger, both still have a lot of room to grow, and I think both can look significantly different a few years from now. Those are probably the two positions I’m most focused on building from here.
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4 Comments
Dylan Lepoudre@dylan_lepoudre · 26d
You can still buy them today, nothing has really changed at all. They only went up like 10 ish %
Beevis @beevis · 27d
Thanks for sharing Ashton! Here's my feedback: 1. 📈 Make your UBER & NFLX weights match your conviction 2. 🧨 Tame single-stock and sector concentration risk 3. 🧭 Check risk vs your 3–5 year horizon Including my full thoughts below, shoot me a message if you wanna chat about it!
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