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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Wednesday 2nd July – Dow +400pts, SPI up +18pts
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Tuesday 1st July – ASX +10pts, HMC, IFL, SGH
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MM is looking to take profit on ZM into ongoing strength.
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