Thread by @RamBhupatiraju

What a ride it has been to follow these trends in the last few years and build long-term positions in them.🎇

ECommerce🛒
SaaS ☁️
FinTech 💳
AdTech 💻

Apart from the great returns they have delivered, it's just so much fun to observe & study

✔️ The major trends in the world and consumer/biz adoption

✔️The vision and execution of the best Management Teams

✔️The relentless innovation that's coming out of these awesome Co.'s

✔️The improvements and efficiencies they are delivering to their customers

✔️The optionality they create for themselves by introducing new products/services

✔️The non traditional Financial metrics & Valuations we have to consider for investing in these Co.'s 😀

All of this makes the short term (Business & Financials monitoring) much more exciting, while waiting for the long term compounding (stock gains) to kick in.

The music (high premiums) might stop sometime, but many of these Co's will keep getting better & bigger (intrinsic value) as long as they leverage Technology, continue innovating and delighting their Customers.

I will not let the fear of (an always possible) future crash or sector specific valuation dip stop me from continuing to buy/add into these awesome Co.'s that are creating the future and making it better.

Yes, the ARK Funds are awesome (before someone suggests that), but I find them very useful for people who do not have the time, interest or temperament to analyze individual Co's, or do not have the required competence & experience (like ARKG in my case).

I'm also very underweight core Gaming/Streaming (nothing outside of $TCEHY, $SE).

Fav Co's : $NFLX $SPOT $NTDOY $ATVI $U $SKLZ

Factor (Theme) investing gets a bad rap sometimes, but if you are focusing on the biggest/durable trends, hunting for the best Co's innovating/executing within, buy/monitor/add with a long term vision and patience, that's as good a form of investing as any other.💪

/END