$ELF Beauty(ELF.US)
Context: Since I sold my ELF position on 31 August, the stock has edged slightly lower. Meanwhile, the company continues to highlight growth opportunities through rhode and international expansion.
My trade: I had already exited before these updates, so I’m now watching the developments from the sidelines.
Takeaway: I’m still comfortable with my decision to sell, especially as the stock has declined slightly since then. Of course, ELF could still rebound and rise much further but I’m at peace with potentially missing out on future gains since I would not classify ELF as a company with a durable competitive advantage.
2025.04.30 ~ 2026.09.14 All orders
Cumulative P/L396.74 (USD)+81%
2025.04.302026.09.14
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