The case for AMZN - it can grow in so many directions and has surprised us time and time again.
The case for FB - leader in social networking. sure, they've maxed out on users, but they are opening other revenue streams with instagram.
The case for MSFT - just a steady beast. growth is not that sexy and has been a lame duck in my portfolio. Sure, Azure is hot, but it's competing with AWS, so I feel there's some duplication here.
Honestly, I'm leaning towards dropping MSFT - getting greedy. The other side of me wants to keep MSFT because it's the "safest" out of the three.
Thoughts?
edit: My goal is to further consolidate my positions to accelerate growth. I have other positions but now evaluating these 3 at the moment.
Submitted November 07, 2020 at 09:06PM by elfreedpayton https://ift.tt/2GHxdzK
