Contrarian Investor Media's avatar
$88.3m follower assets
Fugly day for my portfolio. $V selling off again. $CLX as well. Those are my two largest positions.

Then you have $TDOC. Thought I was out of the woods there. Nope.

Purchasing $ATVI not looking very smart either. $DKNG continues to drop. So does $NWL and $KMI and $WEN. Those are all recent acquisitions.

It's all good. First of all a reminder to be humble. Secondly, I'm in this for the long haul and hold positions for years. So will take the opportunity to add selectively to these dips
Contrarian Investor Media's avatar
Yeah I’m staying away from ATVI for now but will add more if it drops below 60
Contrarian Investor Media's avatar
One bright spot is $RBLX. So not all the news is bad lol
Ayesha Tariq, CFA's avatar
It's a weird day. I'm 50-50
Joshua Simka's avatar
Also kicking myself over $ATVI. The WSJ report earlier this week showed things to be much worse off than I thought and I'm hoping for some positive news in the next couple months before some options expire, because I'm currently staring down the "nothing" in one of those so-exciting all-or-nothing kind of opportunities.


Here's to better days!

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