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Today $SESG was completely liquidated with a return of almost 100% and invested in $TTD $KKR and $MC:)
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@Michey777 At least there's one on the list ;-) The CEO of Trade Desk should start buying shares in his company and not just selling them. RSI now at 16.
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@thewolfofallstreetz There is nothing more to add. Can't buy the whole list :) but it's amazing how some stocks have come back. The Nasdaq is only down 11% this year.
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@thewolfofallstreetz $HOOD was an alternative but then became $KKR. Always wanted to go there, but never came back...
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@Michey777 The divergence is quite striking. On my watch list, 65% of the companies have fallen by >25% from their last 52-week high, while the indices have fallen by just 10-12%. We are simply being presented with beautiful bargains again.
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@thewolfofallstreetz I agree with you. Just look at $HOOD alone. They actually presented phenomenal figures (in February) and have fallen almost 50% since then.... Of course, you also have to factor in another run after the Trump election... It wasn't a fundamental development. But $BRK.B will be pleased, I think someone will go on a shopping spree this year.
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@Michey777 You have to see it in context. Many shares previously ran extremely high, sometimes detached from their fundamental development. The current phase is called "risk-off". This is why these stocks are correcting first and also much more sharply. As always, it goes both ways.
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