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On his radar. Whistleblowers, regulators, and politicians on their backs. Average 12-month price target is $416, good runway ahead. Rumours of name change, which clouds it further. There are better opportunities without the uncertainties. He'd like to get back in. He'll review next week's earnings report.

He sold at his target of $80, and now it's up. Phenomenal company. Work collaboration/management space. Growth rates are phenomenal, valuation is conservative, smart co-founders. You could buy it here around $127, more at 100, and then at 75. $170 price target in 12 months.

Work management tools. About 3/4 is work management, and the rest is software development tools. Unifying workspace that lets people build tools they need to track projects. Metrics are attractive. Buy in thirds here at $371, 334, and 300 if you're lucky. 12-month target of $476. No dividend. (Analysts’ price target is $345.56)

Beat top and bottom lines last week. Free cashflow likely to remain under pressure, as they're spending so much on capex. Should bear fruit by 2024. Value will be unlocked over 3-4 years. Buy in thirds at $116, 105, and 95. 12-month target of $145. Yield is 1.69%. (Analysts’ price target is $150.26)

Great play on e-commerce for those investors who think they've missed out on the best days of SHOP and AMZN. Direct consumer cross-border e-commerce. Strong secular uptrend. No natural competitors. Couples up with big merchants. Great balance sheet. Not cheap at 50x sales. Watch gross merchandise volume numbers. Buy it here around the $60 level, and at 50 and 40. Price target of $90. No dividend. (Analysts’ price target is $80.50)

Trading the tech market. The market has very much changed, especially in the tech arena. It's become more about active management. In the last 12 months, we've seen tremendous volatility with the corrections. He finds that he ends up trading in and out of his Top Picks.

It drives him nuts that the bears are taken more seriously than the bulls. It's easy to find the super-rich bears, since they've made their money already and are parking their money in bonds, so they worry about only inflation (which erodes their wealth). This inflation includes wages which cuts into margins. He feels that higher wages means a stronger market.

TAN: Tesla, Amazon & Netflix Few stocks have been derided like Tesla: Musk is going to jail, it can't make payroll, the cars blow up, etc. but all such claims were bogus. Tesla is an engineering marvel whose time has come. The bears and shorts were wrong.

TAN: Tesla, Amazon & Netflix They all just reported, rallied and are some of the most successful stocks of all time. A bookseller that borrowed billions to be the global retailer, but their AWS business (cloud) is superb. Moderna used their cloud to crack the code of Covid to produce their vaccine, doing this in a few months rather than a few months.

TAN: Tesla, Amazon & Netflix Netflix began by mailing DVDs, then sold content via subscription by pioneering streaming. Bears have whined about them burning through money to pay for programming, but NFLX offers a tremendous breadth of entertainment and disrupted the movie business. Nobody who has shorted NFLX will publicly admit it. Why did this sell off after a good earnings report? NFLX benefited from the Delta variant, because people stayed home. Also, their content has attracted viewers: Seinfeld and the hit Korea show, The Squid Game that two-thirds of all subscribers have watched (it's #1 in 94 countries). Buy this dip. Their headline numbers were solid with revenues blowing out expectations and driven by subscriber growth, which stalled earlier this year and kept the share price flat. Their Q3 subs of 4.4m beat estimates of 3.5m, though Europe, Asian and Middle East accounted for this beat and not North America. NFLX has risen because of sub growth, but North American subs are stagnating. He thinks that in the future the street will expect NFLX to monetize, starting with video games and merchandising. NFLX is up 16% YTD. NFLX's recent rally was merely catching up to FAANG after stagnating most of this year. He sees more growth ahead.

They've been open about supply chain disruption. The whole sector is out of fashion, but when it returns, this is the first to buy. Buy below $400