Through my regular dollar-cost averaging in my
$HOOD account on Monday and my Stash account Thursday, I added to the following stocks:
$TTD,
$SHOP,
$MELI,
$U,
$UPST, and
$SE.
These may be my single highest conviction stocks and make up a portion of my core 34 holdings.
Trade Desk will benefit from the steady shift to connected TV, alongside
$ROKU.
Shopify, MercadoLibre, and Sea are fascinating at these prices and offer increasingly strong optionality as time goes on, it seems -- not to mention they dominate their niches already.
Unity faced a significant issue regarding its advertising, but it appears to be a one-off event. I cannot like this company's optionality more.
Upstart's sell-off completely confuses me. While risks remain, the risk/reward potential for the company has become far too interesting.
tl:dr
These are six great businesses with high growth optionality for the long term, now trading at significant discounts.
I am also planning to add to one of my "higher-risk" core holdings Monday -- who would you all pick?