On days like today, probably grateful to have a slow news/earnings week. Nonetheless, some interesting companies. I'm particularly interested in listening to
$PEP and
$STZ commentary on the reopening and supply chain!
And a friendly reminder, days like today can offer good buying opportunities. I personally added positions to stocks I already own in
$DBX $ESTC and
$GOOG. Nothing's changed in my thesis except they are 2 - 6% cheaper today.