Economic Recovery Play

I feel like we should talk about Zebra Technologies more, this company gets no hype. I get it, it is boring, it is not a "hyper-growth" name or story anymore. But, some of these "hyper-growth" names are reaching valuations I cannot really fathom anymore. No I am not selling my darling $NET, I will let that ride for the next 8-10 years. The ability to gut volatility in my experience, make you a better investor. I have tried to time, and shave, etc, but in the end buying & holding is where it is at with conviction. Since valuations I feel are frothy, that is also why I own Anaplan and BlackLine. I will repeat myself, I think these two have more room to expand as they re-accelerate growth. Now you see how my portfolio is positioned into the new year.

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