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No. of Recommendations: 11
Up over 25% ytd, we'll see how the last 9 or so trading days go, esp if we get translucence on the tariff thing. Maybe I'll hit 30 with the help of SCOR, AVLR, BHC, CHWY.

Top 5 positions, no real change this year save MA's rally:
GOOGL
MA
AMZN
BKNG
FB

Best 2018 trade: OKTA, CELG

Best short-term trade: DDS

Best option trade: None

Worst trade: LGF

Worst shorts: SKY, QNST, CLCT - Why do I even bother.

Better late than never: LULU & XPEL

Best long: APO

Worst long: ETSY

Worst timing: ULTA

Best sells: ETSY, PLCE

Worst sales: STZ, DPZ - I'm an idiot and will now light myself on fire.


Stocks spent most time waiting & watching to buy and still watching: WYNN, LB.
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