Post 143; July 31, 2020 – Digital Porcupine

User Comment: Who are you buying on dips?

Victor: I added a little FSLY, NET and LVGO on the dips last week…I sold 2% of my OKTA position (still 8%) to finance it and keep my cash position around 7-8%. If I did no already have so much CRWD (over 15% now with the surge) position, I would be adding more, but it’s already larger than I prefer.

User Comment: Great chart! What’s your source on this?

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