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No. of Recommendations: 30
Hi Timboteo,

It's nice to get some confirmatory evidence that what we are doing here works, and I want to thank you for your kind words, but your review would add more value to the board if you told us WHAT you liked about your companies, WHY you sold your Guardant, WHY you sold your Elastic, WHAT made you decide to add to your Zscaler, and WHAT made you decide to sell part of your TTD to buy Zscaler (why you liked Zscaler better), etc. A simple list of positions and "I sold some of this and bought some of that" unfortunately doesn't give us much to sink our teeth into. Try it next time.


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