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Bill Ackman SPAC is UMG. We discuss why I don't like this deal. We also discuss why i'm buying Twilio Stock right now and added it to the portfolio. And we discuss the ongoing issue of cyber security and Crowdstrike stock.

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00:00 intro
06:15 Story Fund update
12:42 Bill Ackman picks UMG for the space
23:55 Why I'm Buying Twilio Stock
38:18 Crowdstrike Stock and Cyber Security

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