Thoughts
same like last week (here) nothing much changed for me.
going to a work trip soon \, so not going to open positions .. later overseas and something bad happen, no chance to exit quickly.
A number of counters i am eyeing are entering area of value, but i haven't figured out how to assess them qualitatively. will be great if there are some pointer :)
Holdings
Delong. still holding up dont see a reason to exit.
This week no stock scan.
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