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Thomas Richmond's avatar

I like your point about looking for hated large-cap companies. Big success with $META, and I think $INTC will work out nicely. Thanks for sharing Michael!

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Michael Walsh's avatar

It seems Mr Market is content with providing opportunities for those who look. Netflix, Spotify, and others all seem to be great setup looking back. META worked out very well, we'll see about INTC.

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Thomas Richmond's avatar

Thanks for adding $NFLX & $SPOT, both look like great ideas! I recently added some $GOOG & $UNH

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TSOH Investment Research's avatar

Thanks for the shoutout - and thankfully NFLX was right!

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Michael Walsh's avatar

So modest! 🫡

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