【Day 5】Investment Journal

Action: Started building a position in$Paypal(PYPL.US) recently. Risk is definitely still there, but it feels like the point where it’s worth paying attention to potential alpha opportunities inside the IGV software space again. A lot of the high-quality software names have already gone through meaningful corrections, and the sentiment around the sector looks washed out.

PayPal in particular gives exposure to the financial software side of the ecosystem, which I think is a piece that should exist in the portfolio. It’s not about expecting an immediate reversal, but more about gradually positioning in a space that could see selective recovery if software flows return.

@Bridge Buzz SG