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Okta Inc
Tong's Portfolio
Adding Disney, Amazon and GM to Global Portfolio
After giving consideration to the prevailing market sentiment, we made several switches in the Global Portfolio.
June 04, 2021
Tong's Portfolio
Our investment thesis for Okta and Geely
Many of our investments are based on what we believe are secular trends that will drive sales and earnings over the longer term.
January 22, 2021