CONVICTION LIST (UPDATE)
Networks & Comms $API $BAND $FSLY $NET $RNG $TWLO $ZM $TMUS
E-Commerce $SHOP $ETSY $SE $MELI $FTCH $WIX $CVNA $JD $BZUN $LSPD $JD $PDD
Entreprise Tech $COUP $DOCU $TEAM $FROG $WDAY $NOW
Data $AYX $ESTC $IDN $MDB $SNOW
CONTINUED 
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Do you have a good entry pt for mktx ? $440 looked good, don't know why I didn't add back then

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If we get any sort of lockdown-related selloff in the next couple months, that will be the time to buy. Would be a "March-lite" kind of situation where everything sells off but lockdowns in theory help
$MKTX get more electronic volume.
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Diversified Internet
Health
Cyber Security
Gaming
Media
Food
Social
Finance
Gig economy
Consumers
Vehicles
Electronics
47% GROWTH and 45% Net INCOME Margin
Now valued at $ 20B
A company that originated at