Quick Update - Keeping All My Shares of AYX and DDOG, Bought some Puts heading into earnings.
austin.substack.com
Earnings get crazy. I’m a huge fan of both of these companies and I think they’ll blow it out of the water with their earnings on February 13th. But Alteryx is 21% of my portfolio and DDOG is 15%. So with both stocks trading near all-time highs, I felt like it was a good opportunity to protect my portfolio from short-term negative reactions after earnings.
Quick Update - Keeping All My Shares of AYX and DDOG, Bought some Puts heading into earnings.
Quick Update - Keeping All My Shares of AYX…
Quick Update - Keeping All My Shares of AYX and DDOG, Bought some Puts heading into earnings.
Earnings get crazy. I’m a huge fan of both of these companies and I think they’ll blow it out of the water with their earnings on February 13th. But Alteryx is 21% of my portfolio and DDOG is 15%. So with both stocks trading near all-time highs, I felt like it was a good opportunity to protect my portfolio from short-term negative reactions after earnings.