Tue, Jul. 06 Must Reads!
Twitter is in the midst of a huge rally. But the rally looks like it needs some consolidation. And with the valuation looking stretched in my view, particularly with the company's debt situation, I'm ...
In the previous portfolio review, I detailed how it had tripled in 2020. The portfolio consists of best-of-breed growth-tech companies, not unlike for example Ark Invest. In the first half of 2021, my... Download the Seeking Alpha App! Like Must Reads? Try our other newsletters as well. This email was sent to you because you signed up to receive Must Reads. If you do not want to receive Must Reads emails, click here to unsubscribe. |
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