Wednesday, November 27, 2019

2 Recent Buys

A quick update on two purchases in my portfolio from last week.

  • First purchase: I added to my position in Constellation Software Inc (CSU.TO) @ $1,301.68. This is my third tranche of buying CSU and now makes for a full position. Previous purchases are documented here.
  • Second purchase: I added to my position in the one SaaS company I own – Twilio Inc (TWLO) @ $104.00. A riskier play but I like the long term prospects of the company. Decided to up my stake a little bit with this purchase after the whole SaaS space took a beating last week.
What are your thoughts on these purchases. Share a comment below.
Full Disclosure: Long CSU.TO, TWLO. Our full list of holdings is available here.

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