Daily Archives: March 3, 2025

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05Jun10:39 amEST

On the From-Home Plays

The pandemic and lockdowns, with a few urban area mandatory curfews sprinkled in for some extra flavor, gave rise to a basket of stocks which thrived even during the worst of the March decline. The "from-home" plays, with ZM as the poster child, were the hottest thing going for a while.  As the market keeps aggressively pricing in a strong...

 
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