The Analysts

Call · @heyflorent · #258 on the leaderboard

@heyflorent

@heyflorent · Sat, Aug 8

heyflo@HeyFlorent
Recent moves in my portfolio. I continued to trim positions that were too small to move my portfolio forward. The past 2 months, I sold out of: - Synopsys $SNPS (-2) ~$863 (±17%) - Cadence $CDNS (-3) ~$1059 (±21%) - Fiserv $FISV (-30) ~$1300 (-11%) Bought: - Intuit $INTU (+3)
27d agoview on X ↗media on X

tweeted Sat, Aug 8 · counted from Mon, Aug 10 close

Read as

Exit SNPS, Exit CDNS, Exit FISV, Long INTU, Long UBER, Long VEEV, Long RMBS, Long USLM, Exit FTNT · High confidence

Confidence

High0.99

Counted from

Mon, Aug 10 · market close

Rank since this call

#59 → #258 · 7 scored days

#59

Aug 28

#59

Aug 29

#58

Aug 30

#100

Aug 31

#118

Sep 1

#148

Sep 2

#258

Sep 3

Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.

Active call · day 26 · fades out by Sep 19