you have a portfolio with 4 companies, Apple, Amazon, Cloudflare, Tesla. and you have to drop one, which do you drop?
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Replying to @DanielleFong
Easily drop cloud flare. Nice top 3 picks too. All three are my largest holdings.
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Replying to @DogGuyJosh
i'm designing a web service now, and i'm so glad there is
@Cloudflare. at an execution and market need level I think it's undervalued in the market. it's valued at $60 Bn and I think that's low.3 replies 1 retweet 5 likes -
Replying to @DanielleFong
I can’t disagree with your assessment. It’s a good business. Do not own but have before and would again.
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Replying to @DogGuyJosh @DanielleFong
PS I originally followed you to observe and learn from your tactical option plays some time ago.
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