@DeepValueBagger Agree with most of it. Except where apple reduce margin/price. I don’t see that happening. Would sales decrease? Sure. At most they would change pricing when releasing newer versions.
@ZeeContrarian1 I really appreciate all the alpha you provide. one suggestion, keep it real. Post often about loosers/non performers as well. Eg. You recommended UBER, BABA many times, but I don't see any posts when they are falling like rocks last few weeks.
@probablyGF@RosannaInvests@ThetaWarrior@TrendSpider I don't think this is just about fifa workers, events at this scale help lot of local business, and they all need temporary workers for couple of months.
@ZeeContrarian1 Thanks a lot Z for sharing this. Can you please share insight as to which exposure you reduced? eg. Tech stocks you recently suggested(Uber, Amazon, baba etc.) or biotech? Also did you just exit some of those or just reduced % for each of them?