I went back to the well and picked up SMAR. Post earnings explosion, this stock has been down every day since. This is a gift here and I’m buying it back cheaper from where I sold it.
I also bought APPN — another SAAS related play. If you haven’t figured it out by now, there is no better sector in the market.
Other stocks in my portfolio lighting up include BILI, YEXT, EVBG, and FIVN.
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