ASML Holding NV

Duolingo, Inc. Class A Common Stock

Hims & Hers Health, Inc.

In the past days I've made meaningful adds to $LVMH $ASML $DUOL and 2x to $HIMS.

Today, I added a bit more to $HIMS again. I'm either extremely right or terribly wrong on this one. Either way, it's a public record so please hold me accountable.

$DUOL is really an interesting company. Do you think they can fully grow out of their "one-product" business and make it a broader platform? The user base loves the brand and the product, so they have a chance.

Rihard Jarc

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