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Podcast: Let It Grow Investing
Episode: SOLD out of this stock!!
Description: Selling UNH, Rotating Into High-Conviction Tech + Bitcoin Ahead of Fed Decision1. Portfolio MovesSelling out of UNHRotating capital away from slow-growth healthcareTaking profits / reallocating toward higher-upside opportunitiesUNH stability appreciated, but limited near-term catalysts2. New Buys / AddsCRM (Salesforce)Strong enterprise demandAI integration driving margin expansionAttractive valuation relative to growthMETAEarnings strength + ad revenue resilienceAI + Reels boosting engagementLong-term capex is high, but future returns...