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stocks added to the portfolio: $U - Unity = category leader for gaming+VR/AR $CNSWF - Constellation = Berkshire Hathaway for niche software biz $ZG - Zillow = bc @austin_rief told me to buy it

over 2 years ago

Asset inflation (~) 2 yrs: • Non-tech stocks: 33% • Stocks: 45% • Tech stocks: 75% • Crypto: 10x • Real Estate: 15% • Oil: — • Gold: 40% • Commodities: 25% • Agriculture: 25% National savings being spent. If your portfolio isn’t up 30-50% (taxes), you’ve lost ground.

over 2 years ago

Stocks swing up and down and all around, but it has been a gloomy month for Apple’s antitrust luck. Could investors be concerned? pic.twitter.com/LFTGLCqdbJ

dhh tweet image