Nelson Capital Management, an investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here. In the letter, the fund discussed their interpretation of the Dot-Com Bubble 2.0, their asset transactions, tax updates, featured equity, and a special topic about the vaccine rollout. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.
In their Q4 2020 investor letter, Nelson Capital Management mentioned...
