User comment: Would you pick up any ZM, DOCU, or NET now? I did not get any of those earlier…
Victor: I like all three and they are in my top 5 holdings. The next 5 business days Will be quite volatile going into elections. We are going to have some incredible earnings releases that Will drive some individual stocks up nicely; however we may also have some potentially big volatile downswings in the overall market like today with election and Covid uncertainty. I Will likely sit tight myself because I already own these companies already; if I did not, I might use the opportunity to pick some shares up opportunistically… In thirds or fourths of a position (ie not all at once). It is very difficult to swim against an ebbing tide, and we may be in one right now; But it may also be an opportunity to get into some of these growth companies for a discount.
