Airbnb, Inc. Class A Common Stock

Coursera, Inc.

DoorDash, Inc. Class A Common Stock

Duolingo, Inc. Class A Common Stock

Robinhood Markets, Inc. Class A Common Stock

Spotify Technology S.A.

Initiated positions in $DASH $ABNB $SPOT and thinking about $HOOD $DUOL $COUR

Will keep piling for next 3 years.

Question for you, and I know its a bit redundant given you are a LT investor.

I'd say that some of these companies could be considered highly discretionary. In a recession, people eat out less (DASH), travel less (ABNB), have less disposable income for investing (HOOD), learning (DUOL) and they cut monthly expenses like SPOT, although I must say that Spotify is likely very low down on that list of expenses someone would cut first.

Do you feel the bad juju is priced in to these names?

Undefined

Great time to buy consumer internet businesses

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