Sorry for the late email. Had to send it after work. But I added to the following positions pre-market today. Just small bits to each position. It ended up being a pretty good day for our portfolio. We will see what the rest of this week brings, but remember the next 5 years matter far more than the next 2 weeks.
Austin Lieberman@AustinLieb
Added little bits to $AYX, $CRWD, $MDB, $OKTA, $TTD, $TWLO, and $ZM this morning.
This isn’t a bit on what’s going to happen next week or next year. I’m buying companies I want to be part owner of for 5+ years and I think today’s price will look like a gift in 2024.
1:10 PM · Sep 16, 2019
1 Repost · 44 Likes
Austin Lieberman@AustinLieb
1:12 PM · Sep 16, 2019
18 Likes
Austin, have you considered not looking at your portfolio during the week and only doing a weekend review? I find focusing on daily fluctuations distract from the long term focus