Portfolio Update

Portfolio Update

Portfolio Update

Accumulating More Shares of Existing Positions

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Portfolio Update

Portfolio Update

A Large Trim

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Portfolio Update

Portfolio Update

Some Adding

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Portfolio Update

Portfolio Update With a New Holding (Max)

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Investment Case

More Thoughts on CrowdStrike (CRWD) & A New Investment Case

Further Contemplating the CrowdStrike Incident & Opening a New Position on Monday

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