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I’m holding 35% of my portfolio in cash equivalents right now, expecting a correction. How about you?
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Just initiated a position in $SMSN (Samsung) today. My thesis is that they have strong diversified businesses, products that I myself love and use, fair valuation at current price. And Samsung is the face of South Korea and I don’t think SK is letting it go under any time soon.
Is US finance sector still a buy now? Maybe but I'd not add to my positions at this price level. ie. $COF will hopefully improve earnings now that interest rate is decreasing and consumers purchasing power will soon be restored. CasterlinAI.com/s/COF
50% year-to-date return! I’m hoping for 55% full year return by year end, do you think that’s achievable?
$PLTR ‘s valuation is insane… Fun to be on the sideline to see how it all ends.
Adam Nguyen retweeted
At the YC Alumni Reunion, I got lots of questions from new founders about how to build a successful company, but realized that they all had the same answer. And it’s this: ————————————————— DO TOO MUCH As a new founder, I’d often look at the CEOs of successful companies and…
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