Trades since this post:
Cashed out of Treasury Bills
Sold 80% of Coty stake (will re-enter under $10.50)
Bought into SoFi for under $5 and double downed at $9.
Started positions in beaten-down Disney, AT&T, Southwest Airlines, Western Union, Alibaba, Verizon, Dish Network, and Advance Auto Parts
Holding 40% cash reserves.
YTD returns: 36.8%.