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Whitney Tilson’s email to investors discussing that Amazon, Facebook, and Alphabet  earnings; building the foundation of a sensible portfolio; Q&A with readers on stock declines, vaccines, and Operation Warp Speed; Hard Money’s Million Dollar Podcast episode on China. Q2 2021 hedge fund letters, conferences and more Amazon, Facebook, and Alphabet All Report Big Earnings 1) […]
https://www.valuewalk.com/big-tech-earnings-and-building-a-sensible-portfolio/