[Wyden in Forbes]

I think the issue for institutions is that it's hard to trust a guy who demonstrates such a lack of emotional control on social media, to be able to control his emotions when it comes to making investment decisions. 

[Concentrated Fund Managers Worthy of Cloning?]

Not <$500m, but Abdiel is one of the first funds I check.

Bought SHOP in 2016, AYX/APPN in 2017, and ZM in 2019. Were big buyers of FSLY in Q1/Q2 2020.

 

Very telling that they have been trimming in Q3/Q4 2020 with no new adds.

[What are you buying today?]

Greg, Looking at the TLRY chart, why not hold a portion of the BYND LEAPs for longer?

Still substantial downside ahead, especially over the longer term...