Another “tech” holding in our MM International Portfolio which popped higher overnight was Zoom (ZM US) which rallied well over +10% at its best illustrating how the pressure valve has been released once bond yields stopped surging higher.
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Buy Hold Sell: The best and worst performers of FY25
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Thursday 14th August – Dow up +463pts, SPI up +31pts
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Wednesday 13th August – ASX -44pts, CBA, EVN, AGL
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MM is looking to take profit on ZM into ongoing strength.
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Buy Hold Sell: The best and worst performers of FY25
James Gerrish & Henry Jennings

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Thursday 14th August – Dow up +463pts, SPI up +31pts
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Wednesday 13th August – ASX -44pts, CBA, EVN, AGL
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