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Hey Ears,

Thank you for posting the full list, and for being welcoming to us TMF newcomers (I won't speak for Bella, but I only discovered these boards around 2 months ago).

There is obviously an incredible wealth of information here, and some boards are fairly strict in their guidelines for posting. I don't blame them, especially those with high traffic. They have specific goals and maintain a narrow focus for a reason, and moderate strictly to maintain that focus. But it is nice to find some places where more open discussion and inquisition is welcomed.

Also, it's remarkable that your Carefree Portfolio, a collection of 50ish stocks with equal allocations and minimal management, is up over 60% for the year. Some would claim that speaks to an inflated market. I firmly believe it is due to a cloud transition that is still in its infancy. Short term corrections won't chance my mind on this. Have we ever seen a tailwind for a specific industry as strong as strong as the current environment (tech modernization in every industry) is for cloud companies?

The answer is probably yes... and I'm likely falling into the new investor trap of thinking "this time it's different!"

Time will tell, I suppose.

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