Weekly Update November 25-29

Trade Alert, FSD Regulations, AXON FedRAMP, Monthly Summary, and Conviction List

To US subscribers, hope you had a nice Thanksgiving. For everyone else, hope it was a good Thursday :)

Let’s get right into it, with a trade alert:

Trade Alert

1. Sell NET (all 9%)

2. Trim 6% AXON

3. Keep 15% cash

My rationale for making these moves is trying to learn lessons from the past. Multiples are getting elevated again and I think it could make sense to think …