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7/1/19: Portfolio Analysis - Going Inverted on BABA

From Theory To Practice

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In today’s portfolio analysis, we’re able to manage some winners in AMZN and GLD, but the lion’s share of our discussion is on the adjustments we need to make in BABA. This stock is another example of a situation where we’ve been wrong multiple times, and yet, by being strategic with our adjustments and going inverted, we could still be profitable in the end.

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