@LoneStar595959 @BrianFeroldi @BahamaBen9 @BackpackerFI @chriswmayer $T (8% div yield), $DVA (duopoly, share buybacks), $AMZN (cloud and ecommerce), $NVDA (but wait for the correction after inventory issues), $CVNA (car recommerce), $RNG (SaaS), , $DIS (conglomerate), $DIDI (small position, risky). Small tilt towards growth but contained.