PLURALSIGHT acquired by Vista

This week COVID90 portfolio stock PLURALSIGHT (PS) was officially acquired and taken private by Vista Equity Partners.  The sale price was $22.50/share.  This is the first of the COVID90 stocks I’ve parted with, and if given the choice, I wouldn’t have sold. I think PS could easily have gone to $30. As to my overallContinue reading “PLURALSIGHT acquired by Vista”

February Tech Unwind- buying the dip

The Tech Unwind and the Rotation out of Stay-at-Home stocks accelerated this week with the NASDAQ declining 4% and dropping below its 50dma; while the S&P 500 absorbed some of the buyers, thus faring better, down only 2.5% and holding at its 50dma. Because of the underlying economic data, and recent stock market price action,Continue reading “February Tech Unwind- buying the dip”