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September 01, 2020 1:28pm
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Friday File: Warm Blankets and Rollercoasters

In a week that created some pretty massive tumult among the growth stocks I own, I’m going to start today’s note on a very different topic. Don’t worry, we’ll get to Shopify and Roku and Fastly and all the others, but first, something that helps make the heart rate a little steadier. I just made […]
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