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DECEMBER CONVICTION LIST (+85 Stocks) 
E-Commerce $SHOP $ETSY $SE $MELI $FTCH $CVNA $JD $BZUN $JD $PDD $OZON $BABA $JMIA
Networks & Comms $FSLY $NET $TWLO $ZM $RNG $BAND $TMUS
Finance $SQ $STNE $PAGS $ADYEY $PYPL $LMND $MKTX $V $MA $LSPD $FUTUCONTINUED
Entreprise Tech $COUP $DOCU $TEAM $FROG $WDAY $NOW $DT $PD $ZEN
Data $AYX $ESTC $IDN $MDB $SNOW $PLTR
Diversified Internet $AMZN $GOOG $TCEHY $YNDX
Health $TDOC $VEEV $DHR
Cyber Security $ZS $CRWD $OKTACONTINUED
Gaming $U $TTWO $EA $ATVI
Media $ROKU $TTD $APPS
Food $SHAK $KRUS $WING $QSR $CMG $DPZ $SBUX
Social $FB $PINS $TWTR $SNAP
Gig economy $FVRR $UBER $UPWK
Consumers $AAPL $PTON
Vehicles $TSLA $NIO $XPEV
Electronics $AMD $TSM $SNPS $NVDA
These stocks have at least one of these
Strong revenue growth
Leading market position
Unique abilities in niche
Strong operating results
Founder-led or visionary management
Strong revenue growth Leading market position Unique abilities in niche Strong operating results Founder-led or visionary management
Disrupting own sectors Sustaining high margins Innovative product and proven R&D capabilities Optionality across sectors or products
ON THE RADAR Finance $LOB $PGNY $CBOE $SI Media $FUBO $PERI Electronics $IPHI Entreprise $GLOB Data $PLTR $RDVT
IPOs $ABNB $RBLX $AFRM
What are we MISSING
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