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No. of Recommendations: 7
In order of when I first bought:
DLR
PAC
PAYC
TSLA
RH*
nke*
AMZN
GILD
NVDA
W*
TWOU
MDB
mkc*
APPN
wsm*
Docu
lulu*
BPMC
TCDA
real*
CRWD
blue
txg
SPCE
ZM
SE
FSLY
SNOW

*wife's 401k

depending on the day, ZM, MDB, W, PAYC, AMZN, DOCU, NVDA, TSLA are all over 5% of my port; MDB about 18%.


I do subscribe to rule breakers, but not sure I'm putting alot of new money into new picks right now. Nothing I'm itching to sell except maybe PAC, and I want to see how 2U plays out over the next two years.

The biotechs I do own I really like- TXG, BPMC, BLUE, and TCDA. Though TCDA has been a dog. I tend to post mostly on the biotech board nowadays. I tried Saul's board, but its a bit of a cult with posts bashing newbies getting dozens of recs, board managers that dont follow their own rules, and a leader that has an inferiority complex... plus they are allowed to play by a different set of TMF rules. I find it sometimes useful, sometimes toxic; kinda like NPI 5 years ago.
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