Q: Hello team,

Which one of these 3 would you average down if any:

PINS (down 48%)
BFLY (down 81%)
U (down 82%)

I would appreciate it if you could elaborate on your reasons.

Have a good week! :)

Q: Looking at my Communication names I am wondering if it isn't time to move on from PINS and ROKU as I try to streamline my portfolio. Currently down 55% on both names after 4 years.

Allocation aside, I am thinking of selling both and simply increasing my position in GOOG. Thoughts? High risk investor with a long investing horizon.

Thank you as always!

Q: Thoughts on PINS quarter. Buy, sell, or hold? Thx M