Our high-growth mini-basket:
- Slack (WORK)
- Twilio (TWLO)
- Square (SQ)
- Shopify (SHOP)
These four tend to move in tandem.
In the basket until COVID is over:
- Peloton (PTOM)
- Zoom (ZM)
- PayPal (PYPL)
All of these stocks have extremely high valuations, but they are the future of e-commerce. Zoom and Peloton are included because they are considered “e-commerce” growth companies, but they are really benefitting from COVID as much as anything.
All of these offer high beta option plays if you dare.
WORK and TWLO are our favorites followed by SQ.