With Santa Claus about to make his annual chimney stops, Badger and Monkey look at their portfolios to determine whether they’ve been naughty or nice. Spoiler alert: Monkey’s ass is red for good reason! Playing the role of the Bear 🐻 for the first time in his investing career, the Santa Claus rally in the markets is making noble Monkey feel more like a baboon than a seasoned investor. Badger, meanwhile, is sleeping well at night, with gold coins coming out of his ears. Will his confidence last for the rest of the year? Together, Monkey and Badger take a step back from the big upswing in the markets asking whether they have truly made any brilliant decisions or egregious mistakes. Meanwhile, Monkey confesses to selling Crowdstrike in his real-world portfolio to increase his cash position ahead of his Doom and Gloom prognostications, eliciting a timeless reaction from Badger! We also discuss the massive year-in-review project for 7investing.com and our goal to double down on the highest-quality companies in the land that we can find. $CRWD $MELI $KRE $RLAY $CHRS https://lnkd.in/e7sD_Tx8
