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No. of Recommendations: 4 could just start selling crystal balls.


Likely it would go the way of my 2000-era inventions here on TMF, such as Udderhouse milk beer. That one just never really got off the ground.

Unfortunately, my mind says this is a fake rally, while my heart hopes it is not.

I think Fed may cut again soon, but while we wait for that, I think it is a choppy market.
What gives me peace is that the ERs have been stellar.

I decided to buy back some AYX, even though I think it is set to fall hard soon after such a big run. AYX has now the same mkt cap as ZS, and AYX P/S is higher than MDB. Last year, AYX was the scrappy lil' brother in the mix.

So I currently own TTD, ESTC, ZS, AYX, MDB, and NOW. Six truly awesome companies, although I have mixed feelings about their various stock prices.

Barring a market collapse like Dec 2018, I still believe I will be higher in the next 4 months than I am today, and given the solid port gains YTD, I will take that. I am just not a very patient person (shocker!!).

ESTC, MDB, and ZS still to report. I think ZS has an average ER result, and combined with the fact that their forecast will be for a new fiscal year, it will likely be very conservative. So I think ZS gets punished a bit in ER...which is why I will wait to make them a full position again until after ER.

MDB should be idea or guess on their forecast.

ESTC should be solid, plus incorporate a beat-and-raise. Being the youngest (as publicly traded) they have the most at-stake with their ER as the market has only heard from them a couple times.

Will be interesting!
Thinking about T again as BTC...down to about 10% cash, and wondering if getting the dividend and playing the 5g+streaming angle would be better than cash. Not sure yet.

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