Transaction log
May 16, 2022 - Bought 10 @ $90.61 (0.58% wtg, opportunistic)
Jun 12, 2023 - Sold 10 @ $67.86 (closed, 0% wtg)
Performance
Total return = -25.11%
Coffee Can contribution = -0.23%
Location: San Jose, California
Despite checking a lot of boxes, Zoom committed a cardinal sin: issuing stock options like it’s candy. Time to take our lumps and move on. [trades]
Negatives: recession on the way, big tech stocks still not cheap. Positives: bearish sentiment, lots of selling pressure below the surface. How these countervailing forces resolve themselves is an open question, but many high quality growth stocks are reasonably priced. [trades]
