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No. of Recommendations: 18
Well, this has been quite the year!

If you had told me I'd be up 44%, I wouldn't have believed you but given what *actually* happened in 2020, I'd have called the cops on you. Just crazy.

Best performers:
XPEL!
RCKT up 145%
CMG up 100%
AVLR up 100%
FIVE up 99%
IMVT up 96%

shout out to biggest position Amazon up 80%. Can't believe I sold some, smdh.

Worst buy: SSI

Worst short: HLT

I can only take a losing short for 4 years: SKY

Best sale: SCOR, one of my big winners last year

Worst-timed sale: Kering

Best arb: TMUS/S - made money on both sides somehow.

Worst WFH sales: PINS, PTON, SPOT, DKNG [kept fanduel though] IAC, MTCH, ROKU, LVGO

Worst cloud/SaaS sales: ZM, DDOG, OKTA, TTD, CRWD

Best trades: LB, AYX

Best comeback: BKNG

Most surprising big winner: LVMH up 69%

Best of the rest: ADBE, DKS, MSFT.


Here's to a better and healthier 2021 for everyone!


best,

Najdorf
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