Trade Alert
Started Taking Profits On This Semi-Core Position
I started taking profit on HIMS 0.00%↑, rebalancing over 1% of net worth.
HIMS 0.00%↑ is a semi-core position for me which means that while it is one of the key themes that I like, we are not in the early stages of this theme anymore.
HIMS 0.00%↑ for example, in a simplified sense is E-Commerce. And while I am bullish on the E-Commerce, we are much further al…
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