Since a wide range of favorites are beaten down, i am avoiding a wide basket approach as i feel some companies are simply better due to mgmt execution and/or TAM, etc…
Also trying to see who is beaten down the most unfairly.
I would not say AYX was really beaten down, for example.
ZS - yes…seems like near $50 is a really good price.
TTD in 190s seems good. 170s in Spring was great and i loaded up back then on that over-reaction.
Estc was beaten up so much thru lockup pain that i think it is a bit more solid as floor in the 80s, although it was obviously in 70s as recent as June.
Those are my big 3. Going to ride those from here. Only 13% cash left and may even deploy rest today…will see.
Not calling a bottom…no one can. But i liked these companies a ton before, and so i like them even better at lower prices.
Dreamer