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No. of Recommendations: 5
Took the opportunity today to rebalance and figured I’d share a couple of alternate ideas that don’t get too much play but may be of interest.

1. PagerDuty PD. I love their optionality and developer first approach. Compressed valuation with superior margins and near 50% growth.

2. eHealth EHTH. Accelerating growth as the online platform to signup for Medicare and Medicaid. Went from 60% to 100% growth recently. I’m working on a deeper dive.

I also added to MDB following the Amazon announcement as well as today’s retreat. They are 20% off ATH. I hate their guidance and warning of tough comps coming up for short term gains going into ER, but AMZN concessions removed all FUD for me. Lesson learned.
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