Value Rotation: “let’s buy pile-of-poo businesses that will maybe keep pace with inflation and sell our great businesses that will grow in high double digits for many years to come.” If you invest like me, you are likely down quite a bit from 2 weeks ago. I'm still up 12% YTD (up 40% YTD two weeks ago, ouch) but I wonder if that will hold. Some nice longterm setups forming I think. Who knows. 

1. Net, raised cash today
   • Sold $GOOG at 45% gain (big chunk) = Difficult decision. I just think that there are better growth opportunities. I am back in quickly if it tanks through 200 DMA or the breakup actually happens.
   • Trimmed $VRM at 10% gain
   • BOT More $SKLZ, $AACQ, $CCIV, $SFTW, $UPST, $TSIA, $GHVI, $FTOC
   • New position in $ZYXI
   • Sold More puts on:
     • $SKLZ (30 Strike, 16 days out)
     • $CCIV (24 Strike, 9 days out)