Samuel Meciar's avatar
$37.8m follower assets
I added to $DDOG and opened a teaser position in $AMZN. There are still certain capital allocation decisions I’m not too big fan of as you all may well know from my previous rants, but I do see a future where Amazon continues to take market share, expand in new geographies and high margin services ramp up in a combination with cost cut efforts. I’ll continue to educate myself about the company and will see where my position sizing goes.
Conor Mac's avatar
Nice, did you read @stackinvesting ‘s write up last week?
Wolf of Harcourt Street's avatar
Added to $DDOG at these levels also



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