Amazon.Com Inc

fuboTV Inc.

ContextLogic Inc. Class A Common Stock

Walmart Inc.

ALLEGHANY CORP

![image](https://cdn.commonstock.com/7cfa39ccc58f33db2aab4a8530f1f8b0f42030888cd72305bf6bba7082d09118-1200x600.png)

Bye Bye **$Y** thanks for the gains and cash to redeploy with some left over! 

So I’ll elaborate on my linked trades. 

**$WMT** got hit hard today but I like the company. I used this as an opportunity to double down into weakness. It’s in an IRA and I can’t touch this money for years so time is on my side.

**$FUBO** and **$WISH** were spec plays of mine from last year that frankly have been obliterated. However, when that happens.. I was able to cut my cost basis’ in half with very little capital so I did. 

**$AMZN** is just a solid play and about to split. I actually dragged my basis up on that one significantly but don’t mind. Love the company and product. 

Still have cash left over if this market keeps giving us trouble I’ll be looking to deploy more. 

Thanks for sharing Sam.  My question with speculative plays like $WISH how do you cap risk ? What is your strategy to mitigate the downside?

Joey Hirendernath

Portfolio Update

Sold all Y

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