Trade Alert: Buying Unity U, Nibbling On Some Old Favorites Too

I’m not in any rush, but I am doing a little bit of nibbling on some of our names that have been crushed lately. I’ve been nibbling some of the following common stocks, just trying to take advantage of this panic since we got so defensive before the panic started:

U Unity (New, old name. I’m buying it again. I’ll write up a new Trade Alert for it soon.)

UBER Uber

SPOT Spotify

FB Meta (I’m in in the process of making it a rather large position once again.)

RDW

ROKU

ABNB

FUBO

NFLX

I covered a little bit of my index hedges too, but I still have plenty of hedges in the hedge fund and cash in the personal account as I am still quite far from being outright bullish or anything like that. Easy does it!

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