maybe private equity because they said SAAS is 20 percent of their loaned out money and their largest allocation
now some little kid can remake salesforce for about 500 bucks. i have a friend who made his own crm for a small insurance company he has, don't need the costs of their stuff and their moat evaporated
Rate my portfolio.
SNAP RDDT HIMS AMZN AMD TEAM XYZ QCOM COIN WIX RBRK SNOW MSFT ZS TTD AXON MNDY HOOD ORCL CRM ADBE DUOL SOFI WDAY NOW FIG.
About $85k between all of these, all shares, up $6k right now.
