Second version of roughly the same story today. When flying sky high it’s easy to say bubble or correction coming soon. I see a better story. Pent up demand fo

Second version of roughly the same story today. When flying sky high it’s easy to say bubble or correction coming soon. I see a better story. Pent up demand for growth investment. Big companies have largely been uninteresting over the last several years, ever increasing dividends and stock buybacks tell us they just don’t know what to do with excess revenues. This seems to be starting to unlock as big companies try to figure out the next big thing. Meanwhile investors are showing their support for the Amazon’s of the world over the Walmart’s... its why Tesla is valued over Ford. Investors believe the management at Amazon will utilize capital to fuel growth better than other available options. Perhaps there is a bubble or correction coming but if so, it’s just starting to form.