Hey, thanks for your comment! I'm not cherry-picking pandemic businesses. Monday, Lemonade, Oscar, Facebook, and Datadog aren't "pandemic businesses." All tech

Hey, thanks for your comment! I'm not cherry-picking pandemic businesses. Monday, Lemonade, Oscar, Facebook, and Datadog aren't "pandemic businesses." All tech stocks took a hit and suffered from the reversion to the mean. I agree that average businesses that took off thanks to the "pandemic effect" will continue to decline while good SaaS businesses with significant cash flows will thrive long-term. A great business as a fair price is always a good deal. Time to buy.