Roku reports today. I own 185 shares at an average price of $136.10. It’s currently trading at $141.30 which makes it a 7% position in my portfolio
TTD reports tomorrow. I own 385 shares at an average purchase price of $138.44. It’s currently trading at $195.40 which makes it a 20% position in my portfolio.
I’ll update after earnings and share if I make any changes.
Remember, we don’t care about price moves, we care about business performance. I am a happy shareholder, but if I see enough red flags in an earnings report, I will change my mind (like I did with TWLO recently). However, if it feels like an unjustified sell-off, I’ll add if the business performance is strong enough (that’s what I did after AYX earnings).
Good luck this week everyone!