“Ranking our Portfolio Watchlist – Meta, CSU, Copart, Shopify (Tier List)”
HOOD is not owned; rated B due to expectation of future sell-off creating better entry point.
Why was Nike even on your watch list, guys? Well, first of all, we thought looking at the companies that we put up here today, there has to be at least one or two companies that go lower on the end and or lower on the spectrum, not necessarily targeting S tier.
So, we thought, you know, why not why not talk about Nike also because, you know, it's one of those companies that for a very brief moment in time, we actually owned. Um so, I think it's we didn't revisit it at any point after that.
So, um I think it did make sense to just uh quickly quickly bring it up here.