As I mentioned in the Wealthsteading Podcast Episode 511 , I think the selloff of SAAS and related software companies has gotten overdone. This group has also shown strong relative performance during the current market decline.
So today I opened new positions in the following stocks:
- BILL, COHR, LITE, TEAM & TYL
And added to positions in:
- ADBE, ARTY, CIBR, CLOU, CRM, INTU, NOW & WDAY
Watch for the next podcast episode for my contrarian opinion on the situation in Iran.
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