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Archive of entries posted on 31st July 2020

Technology shoots the lights out. Thank you, Apple, Amazon, Facebook, Netflix and our other picks.

Should have invested every nickel I have in FAANG — Facebook, Apple, Amazon, Netflix and Google. And a little also in NVDA, TTD, GNRC, NET, TWLO, SHOP,  ZS, ZM and TSM. (The full portfolio is on the right column on the web site.) This is bleeding obvious. I’ve been writing about it for months. This […]