I’m happy this worked out for you, but this is gambling. I suggested to @WillO2028 that 30% positions were too high…50% is just…I don’t understand. Seems like you’d miss out on almost all other potential opportunities with one bet this big.
Also, I don’t see any posts from you on Zscaler in a while, Jon. …other than this one: An honest question, using DDOG as example - #15 by jonwayne235 …and that was just to note that they were down 15.5% YTD. (That didn’t sound bullish…what changed your mind in the last week or two?) Why not discuss a company you’re so concentrated in? We could all benefit…we all might learn.
Bear