Weekly Update April 21-25 + Trade Alert
Trade Alert, AXON products, TMDX Italy, and TSLA Earnings
Let’s get right into it!
Trade Alert
Buy 10% AMZN
We have had 17% cash in the portfolio for a while now and I like being fully invested so I’ve been eagerly trying to find new ideas. But I didn’t want to dilute the quality of the portfolio. What we are doing now that valuations have improved a little is adding a chunk of Amazon and deciding between a coupl…