thoughts.money @_hu_m_an_

Just another human sharing my thoughts on all things money. Nothing more. Nothing less. thoughts.money 1m+ words of free content ➜ Joined June 2020

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thoughts.money @_hu_m_an_

2 years ago

Charlie Munger Dies Peacefully at 99 (You'll Be Missed) thoughts.money/charlie-munger… #CharlieMunger #BerkshireHathaway

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Analysts can't decide whether to buy or hold $S. And I get it. It's the prudent thing to do. Bc it still burns a lot of cash, has a high SBC, and slowing growth. But I bought more. And keeping my full position. Solid r/r (if time horizon is longer than a day or 2 that is).

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thoughts.money @_hu_m_an_

3 years ago

Sold a few shares of $NET yesterday. And just added a bit to: $S $ZS $BILL $CRWD $DDOG

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thoughts.money @_hu_m_an_

3 years ago

Anticipating $635m from $CRWD today. If next year's guide is strong enough (>35% YoY), we might see a jump to $145. If not, we might retest previous support ($110). Of course, the FED testimony and jobs report will play a significant role as well. As always, time will tell.

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thoughts.money @_hu_m_an_

3 years ago

Not a bad print from $ZS. Billings the main concern. But difficult to rely on billings alone (not until macro clears). Only time will tell. But I bought some more.