Lord Nagafen Raider
Appreciate your response. My comments about me knowing werent meant to come off as jerkish, rather just acknowledging my own failure. Im working a new job so I cant be on my phone as my last one but I'll follow up later with more thoughts.The first thing that stands out to me is that at least 2 or 3 of those stocks are big players in Cathy's ARKK fund. So as ARKK has been ass-ravaged the last few weeks she has been selling some of those names in decent sized chunks. That is something that is outside the realm of the DD you performed.
Please dont think I am asking to "told you so" or anything like that. Sometimes another set of eyes can be beneficial to seeing things. If you don't currently, you might want to follow
https://twitter.com/ArkkDaily as they track all of Cathy's trades daily and since your positions make up chunks of her funds, it might be good to see how she is trading them.
Thanks for now man!