Oo #markets

To win the fight against COVID-19 we need to take two crucial steps. First, we need a true national pause. Not sporadic and certainly NOT Americas back to work in a couple weeks; that's insane! Then, we need to follow it with MASSIVE, coordinated testing across the population.

Please do NOT succumb to the idea that we can go back to business as usual. We have the chance to make a difference and we are moving in that direction. ALL cities and states need continue with aggressive social distancing and testing, not just the big cities. Stay the course.

$PYPL PayPal’s ‘Secular Improvement’ Prompts Price Target Hike at UBS PT to $167 from $120

Most software stocks are *very* overstretched relative to the 150day and 200day emas - some are 60-70% above those levels! Historically, such extensions ended with big pullbacks. Not a prediction; simply an observation.

Over the weekend I’m going to write a blog post...”12 reasons why every growth investor needs to own $FSLY for the next 12 months” If you’d like me to send you the link please favorite or retweet this. Disclosure: $FSLY is currently 49.8% of my portfolio so I know it well 🚀

Some lessons I've learnt - i. Only invest in the very best high-growth businesses ii. Pay up for a compounding machine iii. Quality > valuation iv. Invest when mgt. is top notch v. Hold onto winners; be ruthless in cutting losers vi. Be wrong; but don't stay wrong

Thoughts I've shared with new investors: 1. View the stock market as a savings account that you keep adding to. Regularly invest money you don't foresee needing for at least 3 years, and ideally that you'll keep invested for much longer.

Shopee: A Perspective From Indonesia seekingalpha.com/article/439175… $se

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