There's always a lot of reasons not to invest. We talk about why we ignore these reasons and invest on the side of the data. Over the last 100+ years, the stock market has increased 2 out of every 3 years for an average of a 10% increase a year.

We also review Microsoft's earnings because they're a great indication of how many of our cloud and software-based portfolio holdings should perform and we talk about two of our holdings Twilio and Mongo Database.

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