Sold 3/4 of my VHC, now a 3.4% position. +2.66%
Sold WNR. +11.09%
Sold GLD. -8.53%
Sold HON. +1.69%
Bought DDD.
Still holding: ISRG, NFLX, VHC, PMM, FB, TZA, LULU, EXK, WHR, SWHC, ELLI, RGR, GILD, TSLA
Still short: JOSB and STP
I’m about to go “Full Rhino” looking for short opportunities.
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