Samuel Meciar's avatar
$7.7m follower assets
Portfolio changes - update 3
As you well know by now, I'm a huge proponent of transparency. And despite me sharing my portfolio publicly here which gets updated like every 1-2 days, I want to make sure I can tell you what I'm doing as close to real-time as I can. So here we go, shall we?

I put my money where my mouth is, which are my high conviction bets.

There's a few companies I'm still thinking about for various reasons, such as $ETSY $ADSK $TWLO and $PINS. I'll let you know about them when done with my thinking.

Stay strong! Have a great day!
Reasonable Yield's avatar
You think it's time to be buying tech yet?
Samuel Meciar's avatar
@reasonableyield yes I do, but that's mostly because I live and breathe technology, so I'm a buyer whenever I have spare money laying around 😅