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No. of Recommendations: 17
Hi Muji, congrats on your YTD performance, very impressive!


Owning these vital services is MINIMIZING my risk


I would say that I don't think anyone really measures 'risk' as intra-month or even 3-month performance, downturn or not. Risk is generally defined as 'risk of permanent loss of capital,' by Buffett and other world-class investors and that's widely accepted in the investing world. I think Saul would be the first to say a monthly 20% rise or gain is just noise in the long-run for good companies.

And 'everything' didn't fall, some big blue-chips are up: Costco, Gilead, Clorox, Regeneron, Kroger, Amazon is up almost 10% this year, etc.

But SaaS is holding up nicely for the most part!

ROKU - Is an unknown. Ad budgets will shrivel, ... But it could be a topsy turvy few months.

TTD - Ad demand is sure to drop as budgets tighten


Watch out!
You're going to be called a shortseller, 'fearmongerer,' 'trying to sow fear and doubt,' just like I was last week for saying those obvious facts, even though I was long both ROKU and TTD.

Some obnoxious posters may even email you obnoxious private messages in an effort to keep their bad behavior hidden. Maybe Saul and his board mgmt will add 'no personal attacks via email' to their list of board rules, just a thought.

best,

Naj

long CRWD, TTD, AYX, DDOG, ADBE, MSFT, etc
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