eod 2026-09-17
TSM$430.26▲ 3.00%SOXX$519.10▲ 3.39%AAPL$337.00▲ 1.38%COST$893.93▲ 0.02%MU$977.50▲ 5.50%UNH$375.21▼ 0.01%PFE$27.64▲ 0.66%NVDA$219.34▲ 2.54%SHOP$128.60▼ 1.05%ASML$1,629.67▲ 1.71%DIS$105.35▼ 1.53%ETSY$72.34▼ 1.52%VOO$701.03▲ 1.12%
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ETSY

closedconsumer

Etsy Inc

conviction over time

convictionbuysellcloseholds at the last score until you record another

timeline · 4 entries

  1. 2024-11-20thesis
    7/10Conviction 7 out of 10

    The habit formed during lockdown outlasts the lockdown. Handmade is a category, not a moment.

    would prove me wrong

    Active buyer numbers decline for two consecutive quarters once comparisons normalize.

  2. 2024-11-24bought60 @ $113.694
  3. 2025-07-18update
    5/10Conviction 5 out of 10

    Buyers fell one quarter. That is half my falsifier. Watching the next print rather than deciding now.

  4. 2025-10-06update
    3/10Conviction 3 out of 10

    Second consecutive decline. The falsifier I wrote down ten months ago has fired exactly as specified.

  5. 2025-10-11exit
    2/10Conviction 2 out of 10

    Sold. Not because it fell, but because the thing I said would prove me wrong happened. Worth noticing how strongly I wanted to reinterpret my own sentence.

  6. 2025-10-11sold60 @ $77.1495

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last close

$72.34

on 2026-09-17

at your last entry

$68.73+5.25% since

close on 2025-10-10, the last before your entry on 2025-10-11

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