Hi Saul,
I do the same on days like these. I sold my little stake in ESTC (2%) to buy more ZS at 62,7. Last week I also sold my little stake in Anaplan (bought in early January) at 40$ to add more to TTD at 180$. It was an easy choice since TTD was down alot on FUD while PLAN was near all time high. Also, I don’t pay capital gain taxes in my country, so it’s easier for me to make these kinds of trades.
Thank you Saul for everything you do, and helping us becoming better investors !
Best,
Yorick.