Subject: Re: Valuation @ $250
Bailed this morning im afraid. Ive been playing with growth rates and PEs and concluded current IV is probably about $220, so getting out at 10% premium to my estimate.

With the current high in the general market it also made sense to me, currenly 30% cash and will sit on my hands for a while.

Nice run up in Alphabet though, 55% gain average overall in 5 months from April, not bad.