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Very interesting Video and article.

Two questions Captain

1. We are holding TWST and Cathy has been selling it everyday as her cash cow. Should we consider getting out of that name because its not one of her pure play, high conviction stocks?
I know your selection was based on best performing stocks for the last six months and not Cathy's pure play. Again does it mean Cathy@'s high convictions are not necessarily same az hyper growth holdings? am i rambling?

Also, Impressive research and article.We have found the shortcut, no need to luck out finding a good fund managet and pay the fees. We are our fund managers.


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