RE:RE:RE:RE:ARK - Cathie Wood a whole new arena.Peter spoke about selling not in the context of company valuation but rather in the context of maintaining the ratios of individual holdings within a fund. That is something quite different as it is not dependent on what PYR does but what other holdings may do.
Shootermcgavin wrote: They do buy and sell. Peter talked about this in the last Agoracom interview. It is not necessarily a bad thing if they sell because it helps keep the share price from becoming overvalued, and that is not always a bad thing. They would likely pick up more shares when the opportunity arose.
pystocker wrote: Any clue how long she holds positions? Most of her ets are activly managed and they but/sell every day. I see they are dumping ROKU... It would be good to know for that very reason that she moves the needle..