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Message: [QUOTE="HuskyHawk, post: 4032052, member: 1414"] I got in on MSFT and AMZN a long time ago. Not for retail and consumer business, but for hyperscaler cloud computing (AWS, Azure). Google is strong there too, if probably less so among larger business clients. FB is precarious in my view, entirely ad revenue driven. Telsa has been bid up awfully far. I'm not sure what ROKU does to grow, especially competing with Amazon, Google and Apple, all of whom have broader platforms and ecosystems. Partnering with the Chinese TV manufacturers like TCL was smart, but is it enough? It's the lesson we should have learned when IBM screwed up and handed the PC industry to Microsoft. In the tech space, I'm looking at either innovation or a moat or both. Microsoft and Amazon have a moat, so does Goog. TSLA is an innovation play. I bought NOW not too long ago, because it's the absolute leader in what it does, and what it does is a key platform for internal web based process automation. Walmart has a moat, but I think Target is better positioned. I had Netflix early too, back when it was DVDs in envelopes. Didn't see the steaming coming as fast as it did, because the bandwidth wasn't there. It was a learning experience. Docusign is one where they compete with Adobe, Citirix and others. E-signature are here to stay and they are the clear leader, but I expect they may need to be acquired, and integrated into a bigger platform. Something like CRM. That's a company with a moat. In the Software space, I look for ecosystems. Salesforce, Service Now, vmWare, those are platforms. Docusign is an add-on or standalone that is fairly easily replaced by a competitor. It's tough to pick winners, rather than just going with an ETF. [/QUOTE]

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