Weekend Digest #300 (IT Outsourcers, Unity/APP, Aggressive Portfolio & Buy-And-Hold Purchases)
The 300th edition of the Digest. Thanks for your readership for making it all possible...
Summary
Despite strong earnings, Globant saw a sharp 28% sell-off, presenting an opportunity to average down on this IT outsourcing stock.
Unity/AppLovin pair trade starts to pay off. Thoughts from both companies' earnings.
Buy-and-hold portfolio February additions, plus why I sold Meta out of that portfolio.
Aggressive portfolio: Adding NU calls and CACI s…
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