A hodgepodge for you today, including one new buy as well as updates on RPRX, ROKU, SFIX, TDOC, OKTA, GAN, CCI, SPLK, FSLY and more...
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Friday File: Real World Research, M&A, Beat and Raise Quarters, and Reader Questions
Friday File: Turmoil in Tech-Land, earningspalooza continues, plus some small buys and a couple new watchlist stocks
Moving the deck chairs around at the top of the Real Money Portfolio, particularly in big tech... plus some new life insurance watchlist stocks, and earnings news from Hershey, Starbucks, Qualcomm, CoreSite and so many more...
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Thoughts on the big picture, plus inflation, bitcoin, life insurers, closed-end funds, gold and more from the Spring Grant's Conference
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