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Roundtable: January 30, 2026

Yesterday's fills came in. Today we set GTCs and refine our entry methodology.

Market Context

A quieter day after yesterday's drama. No Track 2 tantrums today — just 7 Track 3 candidates near targets. The market is digesting the AI spending reality check, and our positions from yesterday are settling in.

Key insight: This is a "set GTCs and wait" day, not an "add more" day.

Portfolio Value
$43,728
vs VOO
+9.3%
Positions
5 / 25

✅ Yesterday's Fills (Jan 29)

All three orders filled — at better prices than our limits!

Ticker Ordered Filled vs Limit
MSFT 5 @ $445 2 @ $433.50 -$11.50 better
ROP 5 @ $380 2 @ $365.29 -$14.71 better
TYL 2 @ $400 2 @ $380.03 -$19.97 better

Note: Partial fills on MSFT and ROP (2 shares instead of 5). This leaves capacity for future adds.

Updated Positions

Ticker Before Added Now Own New Avg Cost Current P&L
MSFT 10 @ $450 2 @ $433.50 12 shares $447.25 $430.29 -3.8%
ROP 20 @ $400 2 @ $365.29 22 shares $396.85 $371.23 -6.5%
TYL 2 @ $445.85 2 @ $380.03 4 shares $412.94 $369.40 -10.5%
WM 10 @ $218.06 $218.06 $222.24 +1.9%
FICO 1 @ $1,623.97 (lesson) $1,623.97 $1,463.17 -9.9%

📐 Methodology Refinement: Entry Limits

The Issue: Yesterday we set limits at our target prices ($445, $380, $400) when stocks were already trading below those levels. We filled, but still paid more than necessary as stocks kept falling.

The Fix: We agreed mid-session to use prior day's close instead of targets. Better, but still not optimal.

New Rule (effective today):

Limit at prior day's LOW, unless the stock recovered strongly from a sharp opening fall (recovery suggests buyers stepped in at that level — use judgment).

Example:

Today's Troika Debate

MSFT — Just Added Yesterday

Auditor: ADD at $445 (78%) — Below ADD target, rules say buy

Narrator: WATCH (60%) — AI capex concerns, capacity constraints through fiscal year

Arbiter: HOLD — We just added yesterday. Let the position settle before considering more. Now own 12 shares.

ROP — Just Added Yesterday

Auditor: ADD at $380 (74%) — Below ADD target

Narrator: ADD (75%) — DOGE headwind real but FCF intact, not assuming inflection

Arbiter: HOLD — We just added yesterday. Let the position settle. Now own 22 shares.

TYL — Just Started Yesterday

Auditor: START at $400 (67%) — Below START target, high multiple risk

Narrator: WATCH (65%) — Multiple compression victim, gov budget uncertainty

Arbiter: HOLD — We just started yesterday. Let the starter position work before adding at $380. Now own 4 shares.

GTCs to Set Today

These stocks are approaching targets. We should have orders working.

Ticker Current Target Distance Action
FICO $1,463.17 $1,400 +4.5% SET GTC $1,400 × 1 share
WM $222.24 $210 +5.8% SET GTC $210 × 3 shares
GE $306.79 $280 +9.6% SET GTC $280 × 2 shares (P/E high, small size)

Existing GTCs (No Change)

Ticker GTC Price Shares Current Distance
V $310.18 3 $321.83 +3.8%
CB $280.00 12 $309.56 +10.6%
CPRT $34.97 60 $40.58 +16.0%
CVX $149.47 15 $176.90 +18.4%
PWR $350.35 5 $474.63 +35.5%

Final Decisions Summary

Ticker Auditor Narrator Final Action
MSFT ADD (78%) WATCH (60%) HOLD Just added. Let settle.
ROP ADD (74%) ADD (75%) HOLD Just added. Let settle.
TYL START (67%) WATCH (65%) HOLD Just started. Let settle.
FICO GTC (70%) GTC Set $1,400 × 1
WM GTC (73%) HOLD (80%) GTC Set $210 × 3
GE GTC (68%) GTC Set $280 × 2
V HOLD (82%) NONE GTC working
Others NONE NONE Watch / GTCs working

📝 Lessons Logged

Entry Execution (Jan 29-30):

"Setting limits at target prices when stocks are already trading below those levels leaves money on the table. New rule: use prior day's LOW as the limit, unless strong intraday recovery suggests support at a higher level. The goal is to catch the falling knife at the lowest reasonable price, not just 'at target.'"

Post-Fill Patience (Jan 30):

"After making three buys yesterday, both Auditor and Narrator wanted to add more today. The Arbiter overruled: let positions settle for at least a day or two. Discipline means not just following entry rules, but also pacing our deployment."

What We're Watching

Next roundtable convenes Monday.

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