No qualifying author-owned investment thesis was confirmed in this post.
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It’s been a brutal couple of weeks for the usual top picks here. PYPL, ADBE, CRM, UNH, and NFLX have all seen significant pullbacks, and it’s tough to watch if you were riding the hype.
If you’ve been following the recommendations around here, chances are your portfolio is feeling the pain. Meanwhile, a simple S&P index play would have likely outperformed most of these names this year. It’s a reminder that popularity doesn’t always equal safety. Curious to see who’s holding through the shakeout and who’s cutting losses.