OK so here is what happened to the portfolio today:
BILL - Fell just over 5%
SNOW - Fell just over 4%
DDOG - Fell 4.39%
NET - Fell 5.92%
Really Important Note: Check all figures yourself.
I did add a TB in BILL today but ignored the others.
A. If NET, SNOW and DDOG fall again tomorrow I will be very tempted to add TBs to each.
B. If Net, SNOW and DDOG shoot par or do not fall off tomorrow my Game Plan Part B is to do nothing.
C. If the magnitude of any sell-off tomorrow reaches warp speed I might only actively hunker down.
GTLB scored very well on the Triple Double scoring and fell off over 6% today. On their last report in Dec they had excellent DBNR of of over 130%, Non-Gaap Gross Margin of 89% and generated Rev Gro just shy of 70%. Worth a deeper look I suppose. If they fall off a bunch tomorrow I might add them to the Scout Team.
All the Best,