Happy Monday frens...



An amazing weekend in the markets..

Still taking some profits off the table, especially on lower quality alts I don't have strong conviction in

Still think we have a lot of upside on the majors, but in general, I still stick to the plan of selling on large pumps and buying in dumps.

One of my favorite quotes "No one ever got poor taking profits"

Another post upcoming on a few other things we've been buying and thoughts..
HAPPY2.8%
DON0.56%
STRONG0.98%
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