One thing that I don't fully like with a lot of the companies I own is the fact that many of them have their own venture arm and are spending millions of dollars investing in micro-cap companies. Yes $GOOGL might have a pass on this, but mid-cap tech stocks should be investing in their own strengths and developing things in-house, rather than spending millions of dollars taking minority stakes in small, more speculative bets. Connor, Zane, and I dig more into this on a recent episode of our podcast, plus a lot more, including: