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Hi blesto... great questions.

When you ask about my holdings, first you should know that I generally buy companies with the intention of holding forever – and I’m slow to sell. (I’ve also been a bit too hands off in the past couple of years, but that’s a different story.) I’ve owned both companies for years.

Anyway, the answer to your MSFT question is yes... I think their cloud capabilities are flying under most people’s radar.

For LLTC, I’m sure their technology and products are used in the data centers, but I don’t know to what extent. It’s been a long time since I looked through an annual report, conference call, etc.

Thanks for watching the videos... they’ve been a lot of fun to make!

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