u/Illustrious-Egg7514

After conducting some basic analysis of quite a few companies in various sectors, I am curious which of the following you agree with or not and why? VRT GE SOFI VIK LVS GH NFLX ETON and STX. These possible additions are aimed mainly at a high CAGR sleeve, currently about 15% of my total portfolio, with the majority in VTI. I see these all with potential solid upside. Give me your bull 🐂 or bear 🐻 thesis…