OK, that's new. All 7 holdings reporting this week had decent to great Qtrs and none of the stocks got clobbered post ERs.
$CMG
$PTON
$PAYC
$DIS
$TWLO
$DDOG
$NET
Suspect won't be as lucky with the ERs in the next two weeks.
$CMG
$PTON
$PAYC
$DIS
$TWLO
$DDOG
$NET
Suspect won't be as lucky with the ERs in the next two weeks.
https://twitter.com/RamBhupatiraju/status/1490685423236141059
That was a beautiful quarter from $DDOG and a pretty decent one for $NET. Keep doing your thing. 
Hey! What's up with that $TWLO though?
Yesterday AH : +25%
Today opening : +15%
Today closing : +2%
Inflation print ruined Jeff's party.😕
Yesterday AH : +25%
Today opening : +15%
Today closing : +2%
Inflation print ruined Jeff's party.😕
Kidding aside, I'm not too worried abt post ER/Macro drawdowns for any of my holdings unless Business momentum unexpectedly stalls and thesis changes for the worse.
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