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Archive of entries posted on 26th August 2021

What now? Our tech stocks roar. There are lessons… Maybe.

It’s been a great few days for us in tech stocks. I wanted to write (gloat?) about our successes — like NET, EPAM, ZS, CRWD, HUBS, MRNA, NVDA and PANW. Tasteless. Talking to friends and eyeing the scene, all I could pull out was: + There’s no sense in being in cash. Cash is not […]