Post 141; July 21, 2020 – Digital Porcupine

Covid-19 Digital Engagement Report

Victor:
I strongly encourage you to read this report from TWLO. It explains why our portfolio is excelling this year since Covid-19 hit…and why it should continue to do so. Yesterday was a phenomenal day for the portfolio…an all time one day record in % and dollars. The last few days made up for last weeks 3 day sector rotation that saw our companies all dip and gave us a buying opportunity that I took to add a little FSLY, CRWD and ZM to my portfolio. Not overdoing it and still about 8% cash, but taking the opportunity when things dip to get into these highly valued, but very fast growing names. I hope you are all staying healthy and figuring out how to thrive in this difficult time! Cheers!

https://www.twilio.com/covid-19-digital-engagement-report#:~:text=When%20asked%20what%20barriers%20have,the%20budget%20for%20digital%20transformation.

Victor: Yesterday’s close!

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