I wanted to post a few updates on some trades I made this week. I decided to deploy some cash as some of these companies have fallen quite a bit in the last month.

$ABNB - I love the new features they've added to the platform, specifically Categories, which improves the reach of the platform and has already demonstrated measurable increases in platform usage. This has also fallen into a good accumulation range.

$HUBS - I posted about this last week, but I feel that they offer one of the best CRM products on the market and offer a smooth, economical implementation that may be sought after in an economic decline. Not to say Salesforce won't continue to be the top dog here, but Hubspot has become a force in the SMB market.

$TTD - the price has fallen into more reasonable levels where I am happy to accumulate more shares. The business is booming and the growth runway is extremely long.

I'm in watch-and-see mode with all my holdings and won't hesitate to add to others as the prices continue to deflate.