Dec. 3 at 2:20 AM
My very long term holds that I will get to about 2-2.5% positions in the next several months (currently each 1.25%):
$TOST $DUOL $ABNB $SFM $PINS. Investment thesis are all different but the common themes are increasing FCF/share, strong manament/founder led, disruptive technology ahead/at early stages of secular shift that will last 25+ years and building a company that benefits humanity and brings us together (not more separate in front of our phones). I have slowly built these positions and will continue to slowly add to get to my comfortable allocations. A few could end up being bigger positions depending on how things shake out.