eod 2026-09-17
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SHOP

watchingsoftware

Shopify Inc

conviction over time

convictioncloseholds at the last score until you record another

timeline · 1 entry

  1. 2026-02-03thesis
    4/10Conviction 4 out of 10

    Good business, price I cannot make work. Writing down the conditions now so that if it falls I am acting on a decision made calmly rather than one made during a drawdown.

    would prove me wrong

    If I buy this above the level I just wrote down, the thesis was never the reason.

    review scheduled 2026-09-10

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$128.60

on 2026-09-17

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$119.29+7.80% since

close on 2026-02-03, the day you wrote it

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