I added $TDOC and $CRWD this morning while starting a new position in $ADYEY.

Starting to feel like I hate my money buying Teladoc one last time -- but I swear this will be my final purchase unless things improve over the coming quarters. If not, and I buy again, I need everyone that reads this to come back and tell me I'm a phony 😂

As for Crowdstrike, its appeal is pretty straightforward and adds much-needed exposure to the cybersecurity space for my core 34 holdings.

Lastly, for Adyen, I continue to hear intriguing arguments for their business across Motley Fool and here on Commonstock. Specifically, @invesquotes's recent pitch on Adyen fascinated me enough to make my starting purchase today.

I will undoubtedly continue adding to Crowdstrike over time but will likely let Teladoc and Adyen run out from here. However, should Adyen's price improve over the next few quarters, I will do a deep dive and consider adding more.