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BABA, BABA, BABA! Not Exactly Baby Talk



Alibaba, Facebook and Alphabet touch new highs and show up in the top 10 holdings of high metabolic players. Many are late to this game considering all the doubles this year. I'm seeing frenetic churn rates in several portfolios at a 100% turnover, quarterly. This is bedrock, flailing money management. #babyproducts #baby

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