In this video I discuss some of my highest conviction positions ( #BABA #TCEHY #FB #MU ) and why I plan to hold these positions for the long-term (whilst on the beach..maybe)

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Enjoy & Let me know your thoughts in the comments below!

Disclaimer: I am NOT a financial advisor, and nothing I say is meant to be a recommendation to buy or sell any financial instrument. Do your own research and make your own decision on Investing or Not.