I didnāt hear no bell.
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Iām still holding TDOC, but stopped averaging down at around $75. 
Used to be the 4th largest stock in my portfolio.
Is there a dedicated TDOC thread in the community?
I donāt think so. I havenāt added for a while either and donāt think I will be here either. Iām saddened to see the guidance relaxed only a few weeks after a good talk at the Healthcare Conference. Itās still doing ok though as a company - so weāll have to see.
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TBH i think the market over reacted on this occasion so i have opened a small position, i could be wrong time but would tell
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I think this is reality coming for plenty of high risk, priced in hyper growth for next 5+ years. But also broader market.
So far many have followed the āBABAā path, cash burning traps will obliterate first. This has room to fall even further. Only limit is 0ā¦
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We used to think oil couldnāt go negativeā¦
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It will be forced back down to near zero at some point, it has to. Our world needs to discourage industries that harm the single world we all live in.
The next thing, imo will be - what industries will thrive from clean/cheap energy. Green Steel is one example.
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Lots of us are in the BABA boat. Itās gonna be a long journey! 
Itās still my #1 holding.
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Safestyle, insulation, windows, double glazingā¦
Iāve heard theyāve got some great deals. Everyoneās talking about them.
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Oh why donāt you BOGOF?
Been a while, top 10 stocks:
Abbott 5.2%
Berkshire 5.1%
Alphabet 4.6%
Amazon 4.2%
AMD 4.1%
Lockheed Martin 3.9%
Kellogg 3.9%
Abbvie 3.9%
Autodesk 2.9%
Applied Materials 2.8%
Only just noticed the jump between 8 & 9. Mix of LMT & K doing well while ADSK & AMAT havenāt I suppose.
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adsk will do fine in the long run, Iām adding more. Its just that its valuation was too high before.
Lockheed is set up for a good 5 years, glad I kept adding all these years
Agree, still topping up both
Why is there a slice of cake next to my name?
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Itās your anniversary as youāve joined community on 5th May 2 years ago
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My top 5 are:
Tesla
Apple
Johnson & Johnson
Alibaba
AMD
Latest top 10 for me:
Abbott 5.1%
Alphabet 4.9%
Berkshire 4.6%
Amazon 4.5%
Kellogg 4.1%
AMD 4.0%
Abbvie 3.9%
Lockheed Martin 3.5%
Transunion 3.0%
Autodesk 3.0%
Lockheed Martin valuation sliding slightly. Iāve made fairly chunky top ups to Alphabet and Transunion. Applied Materials has dropped out the top 10, Iāve stopped buying them and been diversifying into ASML and Lam Research instead.
sup friends im new here
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Welcome! Hope youāll have a good time 
$BOC
$NNI
$MKL
$DNA
$FLNC
Top 3 are 75% of the folio
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