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Category: AMZN

AAPLPosted onMay 2, 2021May 2, 2021

Q1 earnings – nothing to do

Q1 earnings season has been full of enormous beats. Mega cap tech has once again shown the law of large numbers need not apply to…

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AMZNPosted onMarch 13, 2021March 13, 2021

Investing philosophy

I started this newsletter during the pandemic as a way to force myself to explain my thought process during a time of market panic. Explaining…

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