Fully out of $TWTR as of this evening. A somewhat disappointing final chapter in the thesis for me. Even 3/4 months ago, when product velocity was noticeably hot, I felt confident of the large stake that the blue bird held in my PA. Admittedly, the last month or two has been disappointing with little noticeable updates or beta testing.

However, things will likely be exciting under Elon and deploying my 13% allocation elsewhere is nice. So far I’ve added to $MITK, $GOOG, $ADSK and $PENN.

Really like Mitek here, see it as undervalued and recession proof with attractive top and bottom line growth. Currently 17% of my pa and plan to let this run over the coming years