If you want the short version of how Fly is doing these days, look no further than my triple sized HUBS position and doubled sized TEAM and ZEN holdings. I don’t think I’ve done something this bold in quite some time. I am literally invincible, unable to lose money if I wanted to.
Going along with that nice thought process, I spent the balance of whatever cash was held in escrow — buying NTNX. Super powerful growth rate and open air running look to the stock. I dare any of you to sell it down short. It will only serve to be your very own gravedigger.
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Roku = winning , big winner today