Good morning! Today’s the big Airbnb IPO day! I stayed up late and made another Airbnb IPO video to prepare you for today, so if you’re thinking about buying the stock, definitely go watch that. I don’t like chasing IPOs in the early hours of trading, so I’d wait until the afternoon to assess if you want to buy at that price or not.
Also, if you missed it, Asana ($ASAN) was a top pick on our Big Board for a long time and reported great earnings yesterday. On the news, it’s rallied 13% today, for a total gain of 45% since we initiated it as a core ROIC position. I’ll be selling a chunk here, so check the ROIC activity feed for more.