Snap seems like an opp here

it’s still the favorite app for young folks in US

the only issue is whether they will be able to figure out their future in post-IDFA era since most of their user-base is on iPhone

what do you think?

$AAPL $SNAP

Dustin Muskovitz has been buying up lot of $ASAN lately.

How do you keep yourself informed about such high conviction trades (buy / sell) by insiders? Going to OpenInsider is not feasible everyday. Are there any substacks / twitter accounts who just scan through Form 3s & 4s and curate important trades?

hello world!

kicking tires to see how memos work