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[TDOC] Teladoc

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quick thoughts on the IAC/MDP acquisition rumor

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[TWLO] Twilio

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Some thoughts on Fiserv / First Data (FISV) and Guidewire (GWRE)

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IQVIA [IQV] + quick Wizz Air update

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Nvidia (NVDA): Part 2 of 2

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Nvidia (NVDA): Part 1 of 2

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Update on IAC (+ Vimeo)

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