As I’m typing this, the /ES is up for the day, and yet one of my short portfolios is an unblemished tub of my favorite color. That’s what stock picking is all about: bottom-up, baby!

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It took me long enough, but I finally decided to short Comcast (CMCSA) since its topping pattern is bigger than Oprah’s first helping of pasta with Alfredo sauce.

I just want to keep chirping about what a beautiful reversal CVNA has. I own September puts on this bad boy, and I won’t close them until it blows up.
