Topgolf Callaway Brands Corp.

Mercado Libre, Inc

Nvidia Corp

Pinterest, Inc. Class A Common Stock

Teladoc Health, Inc.

Tesla, Inc. Common Stock

I’m starting to slowly deploy the cash from the $TSLA shares I sold. 

I bought $PINS yesterday

Next week I’ll be considering:

- $PINS 
- $MELI 
- $TDOC 
- $ELY 

Do you all have any ideas I should take a look at this weekend?



I like $TDOC and $PYPL at these levels, but I haven't sold anything yet to raise cash for additional moves.  I have been DCA'ing into more $ATY calls with the small amount of cash I have on hand 😊

ParrotStock

My favorite move from this past month was my only move.

I sold ~75% of my $TSLA position. I rarely sell winners so this was hard for me, but it seems to me like the market has already rewarded $TSLA for much of its potential.

Selling the 75% that was in my non-taxable account was the perfect solution for me. I now get to deploy a meaningful amount of capital into other ideas while maintaining some exposure & not paying taxes on the position. 

Let me know if you have an idea I should look at!

As I wrote in my $NVDA memo earlier this week, I rarely sell my winners. I broke that rule this week, however.

I sold ~75% of my $TSLA position on Wednesday. I sold all the shares in my tax-free account and held the shares in my taxable account.

I thought about this a lot and finally decided that I could find a better place for my money. $TSLA has already become the 6th largest (market cap) company in the world, and I just can’t see much more growth from here in equity value. 

I could be dead wrong, and I wish nothing but the best for $TSLA holders, but it just made sense for me to take a bit off the table and reinvest in other ideas.

Even so, I decided to hold onto a bit. I am sure $TSLA will continue to be one of the most interesting stories in the public markets for years to come. 

Your rationale for selling is very smart... with new entrants, better to bet on something that is growing into a market, rather than the current market leader. Especially when there's so many EVs now. It will be cool to see what $RIVN does in the years to come along with other EVs

Sidni Standard

Do you follow Gary Blacke on Twitter? Good analytical breakdown of TSLA. I see no problem with taking some profits but if you really break Tesla down, it's hard for me to see a better long term option for your cash.

Mark Flood

Sold The Majority of My $TSLA Position

Sold 33% of TSLA

This member connected a brokerage account and is sharing trades and portfolio performance with the community. 