Hello all, Fiducia here.

I hope you all had a great trading week, investing week, or whatever it is you do. You will find me in the corners of the internet. We own Cloudflare, BlackLine, Anaplan, and Zebra Technologies. I also like Lam Research, Home Depot, SharpSpring, and a few others I have on the list, but cannot give away all the secret sauce. Would that not make it efficient?

I always get asked the question "is it a good time to invest?". My answer (not advice)..is yes. I am bullish right now, and I am bullish the next 5 years (i reserve the right to change my mind when presented with new data). I think there are areas of the market that are overextended or bubbly, and I stay away from that (SPACs in my opinion). I dont care much for them. I invest in businesses I think will be huge cash flow machines in the future, software in niche areas (BL and PLAN), corners of the market no one pays attention too, Zebra Tech --> amazing company. How do you think you get those cool NFL real time stats?...

Anyway, hope you all have a good weekend. I sort of keep to myself. I hope you all learn from my twitter, random stuff I post. Keep it up and make that money.