What Did You Buy Today?

[EricL]

(12-08-2020, 10:38 AM)kblake Wrote:

(12-07-2020, 11:56 PM)EricL Wrote: Just had our bi-monthly investor club meeting.

We decided to sell our GIS and THO to open new positions in TWLO, PLTR, and CRWD and we are also making add-on purchases in ETSY and BA.

A little late to the party aren't you 

The tech bubble has officially started lol. 

BA a good buy as I added more as well this morning. 

CRWD and TWLO have been monster stocks, but they were on sale a month ago.  TWLO from $266 to $315 and CRWD FROM $126 to $177 

I see all these tech being bought up but the real winners will be MSFT, AMZN and FB which are all basing right now

NOW a good one as well as TTWO 

Eric is not like you to chase stocks 

We only meet every two months, and this won't be the last buy we make in any of them. The total investment between the three is less than 3% of our holdings, so it's not a huge bet. Just getting our foot in the door, if one out of three hits it big, we'll do okay.