我相信你在Mata Libre、Amazon上投资相当重，但也在Reddit和其他一些股票上投资。
and I believe you're pretty heavily invested in Mata Libre, Amazon, but but also Reddit and some other names, too.
我们是在Amazon和Reddit刚公布财报时录制的。
we record this when basically Amazon and also Reddit just reported earnings
是的，我认为今天财报之后可能还会再涨几个百分点，但仍然如此。你知道，另一家刚公布财报且波动很大的公司是Reddit。它是我们少数几家在觉得股价涨得太多时实际获利了结的公司之一。
我得说，我们的时机相当好。你最初以大约每股85美元的价格推荐了这只股票。如果不是因为我，我得承认，你可能会让它成为当时投资组合中超过2%的更大仓位。如今，它的仓位要大得多。不幸的是，我从来不是用户，所以我需要更多时间来相信这个投资案例。
长话短说，我们买入股票4个月后，它已经上涨了140%，我们决定在那个价格上获利了结。
Yeah, I think there might be a couple more percentages after today's earnings, but still. And you know, another company that just reported earnings and it's quite volatile is Reddit.
It's one of the few companies where we actually took some profits when we felt like the stock had risen too much. And I got to say, our timing there has been quite good. You initially pitched the stock at about $85 per share.
And if it wasn't for me, I got to take that one. You probably would have made it a larger position than just 2% of the portfolio at the time. Nowadays, it is a much larger position.
Unfortunately, I was never a user, so I just needed a bit more time to be convinced by the investment case. Long story short, 4 months after we bought the stock, it was up already 140% and we decided to take some profits off the table at that price.