5 Trades

I’ve been a little slow posting, but let’s get after it with a few trades to get back into the swing of things.

• Long Airbnb – I’m worried about the short-term results here, but this is a beautiful business model at a reasonable cost. I’ll be dollar cost averaging into this.
• Short something expensive whenever a catalyst comes calling. This market is frothy. We just need an excuse to come back to reality.
• Buy long-dated call options on OpenDoor or just buy OpenDoor. I’m interested in this as it is dirt cheap. I don’t think it is a great company, but it is an interesting company. People love real estate disruption and it’s tough to find cheap companies with some kind of upside.
• Buy the AI bubble – I do think we are on the verge of artificial general intelligence. No one is going to slow down their capex. Just buy until demand isn’t greater than supply.
• Buy crypto – the president released a shitcoin, then his wife rugged him with her own shitcoin. The regulatory bear case is gone. Embrace the chaos of crypto.

I’m clearly a little too bullish, but oh well!