I closed out my $NOW swing trade. Time for the postmortem analysis: - entered too early - took a measly 10% profits along the way when my first target hit in 130s - Took the exit today slightly above break-even on remaining cost basis - I still think this can get back to my first target and beyond, BUT: - it was my smallest position across accounts - despite great fundamental metrics (truly some of the best on the market), I AM concerned about long term disruption threats - multiples still high by "value bro" standards, even after the pullback - I'm already in other software stocks that I like better And most importantly, while I see a lot of potential around the software-rebound trade, I'm a lot MORE excited about other themes such as energy, drones, and raw materials. So I've been m
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