Cloud Kings


#42

Which are the zero debt companies?


#43

Big bad tech e.g. AAPL, GOOG, FB, AMZN…

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declines much less than…
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#44

Cloud kings are slaughtered. Monitoring… wondering should I or not… as Jil pointed out, these businesses are cash flow negative which are likely to perform very badly in a trade war. In fact, Jil suspected that smart monies have been liquidating them. My favorite SPLK is trading at, wow, not only below my last liquidated price but also below my last purchase price. Tim… berrrrr.

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#45

VMW up! significantly.

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#46

Kings are largely unaffected by trade war.
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#47

Impact of trade war is more green :slight_smile:

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