Thanks for the post! Curious - given the continued drawdown since this was written in March, at what point to names like SNOW, NET, CRWD become interesting to you again? For me, SNOW remains a high-conviction position and one that I'm happy to own for the next decade without repositioning. Really trying to get your thoughts on investing for the long-term vs catching a falling knife (which is something I've become quite good at recently!)
Nice moves. Though arguably you could have larger stakes in Tencent, BABA etc, as they are certainy more resilient. ( not counting for the chinese government risk)
Thanks for the post! Curious - given the continued drawdown since this was written in March, at what point to names like SNOW, NET, CRWD become interesting to you again? For me, SNOW remains a high-conviction position and one that I'm happy to own for the next decade without repositioning. Really trying to get your thoughts on investing for the long-term vs catching a falling knife (which is something I've become quite good at recently!)
Nice moves. Though arguably you could have larger stakes in Tencent, BABA etc, as they are certainy more resilient. ( not counting for the chinese government risk)
Yeah, I want to for sure, but hard to build up meaningful positions.