Today, I’m watching $GS (~3% position) pre-market and $NFLX (~5% position) after the close.

$GS is a newish position for me that I put on back in October 2020 (avg. cost $249). It serves as a pro cyclical counterweight to my high beta tech names, and benefits from increased m&a and trading tailwinds. I also like thesecondary exposure to Marcus/wealth management, and Goldman’s strong engineering/tech-forward culture.

$NFLX I’ve owned for a few years now (avg. cost $255), and plan to continue holding long-term. They release earnings after market close, and I’ll be closely watching international subscriber growth.