Spotify
Alphabet
Coinbase
Portillo’s
Virgin Galactic
On Holding
Airbnb
Disney
MGM Resorts
Crocs
Zillow
Matterport
Celsius
Owlet
SoFi
Robinhood
Hims & Hers
Mobileye
Figs
Lyft & Uber
Joby
Garmin
Special Situations
I'm adding 3 positions to the "Special Situation Portfolio" that are all short the market.
Jul 21, 2025
Become a paying subscriber of Premium to get access to this post and other subscriber-only content.