Sell Endava (DAVA)
We’ve held on to a small stake in Endava (DAVA) hoping the market would turn around before our gain dwindled too much. With the stock sneaking below last week’s low today we’re going to step aside. Like many companies I think Endava is doing a good job and will pull out of this just fine. But I’m not willing to let a gain slip entirely away. We can return to it later when the environment for the stock improves. SELL REMAINING HALF
