1Mon·

A hard lesson

I'm tired of waiting it out. $APP (+3.73%) Sold and $VALU (-0.37%) invested. -59%, but fortunately only 0.3% of the portfolio. All small positions are being closed.

13.10

Applovin

Sold x1.5 at €241.80

€362.70

58.95%

3 Comments

fund_mastermind_azuwg@fund_mastermind_azuwg

3Wk

Why close it, the fondamentals didnt change

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oskaroderso@oskaroderso

3Wk

@fund_mastermind_azuwg What fundamentals? AppLovin is dropping continuously.

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Shell@Shell

2Wk

@oskaroderso That’s irrelevant if the fundamentals are still good. I’m holding, PE of 20 is very cheap for the growth rate that is still ahead.

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