It’s been an absolutely wild week of action. Nice bounce from the lows *checks charts* uh, yesterday morning. I’m nibbling a few index puts here, reloading a little bit of protection. Maybe trim a little bit of the names we nibbled on during the panic *checks charts* uh, two days ago that have bounced, such as AAPL, JD, UBER, etc a few others that I’d nibbled on during the panic *checks charts* uh, three or four days ago. I’m also trimming just a little bit of our TLT puts that have doubled or so in the last *checks charts* uh, 20 hours.
One other note, SEDG obviously had a great quarter and amazing guidance. Sitting tight there because I don’t own enough SEDG in the hedge fund to want to trim any, but I am trimming a little bit in my personal account. If you own a bunch of SEDG, you might consider taking 10-30% off the table — recall that we originally added SEDG to the Trading With Cody portfolio and my personal account back when it was in the low teens. Now at $80, it’s up like 500% in less than three years.
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