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Cloudflare: Buy Any Future Dip Due To Profound Competitive Advantages
Roku: Anchoring Bias Will Likely Ruin Your Future Returns, Don't Hesitate To Add More Shares
SurveyMonkey: Buy The Dip
Pluralsight: Brighter Future Ahead
Pure Storage: Hold Tight, More Upside Is Coming
Facebook: You'd Be A Fool Not To Buy The Dip
Dropbox: Substantial Upside Remains, Even After Rally
Can The Boom In SaaS Stocks Last Through 2021
FREYR Battery: A Longshot Battery Play On Charging Up Europe
Sumo Logic Slowly Being Recognized
Alphabet: Years Of Double-Digit Growth Ahead; Initiate At Buy
The Best Cloud SaaS Stocks In A Correction: Stocks We Plan To Buy On Dips
Datadog Vs. New Relic: Does New Relic 1 Threaten The Datadog Juggernaut?
Top Stocks Emerging From The 2021 Best Places To Work
PagSeguro And The Fortune At The Bottom Of The Pyramid
E-Commerce And Chat Commerce In Covid Times (Podcast)
The Recovery Is Almost Here - Which Software Stocks Should I Own
Salesforce Is A Core Holding In Our Cloud Decade Portfolio
Twitter In The Post-Trump Era (Podcast)
Palantir: Parallels With Microsoft, Potential Network Effects Underappreciated
Alphabet - YouTube And Cloud
SPACs And COVID Winners With Shift Co-CEO George Arison (Podcast)
SelectQuote: Unstoppable Growth
Best Idea For 2021: SuRo Capital
Affirm - Yet Another Digital Credit Solution-But One With Some Differentiation That Is Resonating With Merchants And Consumers
Airbnb: Setting An Investment Threshold
Carvana: A Bubble Waiting To Burst
Netflix 2021: Lord Of The Streams, Return Of The King
What Next For Salesforce, Slack, And PagerDuty (Podcast)
JFrog: A Small Company Offering Lots Of Technology
Splunk Q3 Earnings Review
Square: The Willy Wonka Of Financial Services