Sold Glaxo – bought FuboTV (FUBO)and Luminar (LAZR)

The rationale for buying Glaxo was that they and Sanofi were major vaccine companies. There was news that their COVID vaccine collaboration would not produce a viable product anytime soon (2022?) so sold this holding.

Bought small holdings in FuboTV (adding to entertainment sector) and Luminar Tech (driverless vehicle technology).

Learned that Magnite (now a larger holding due to price appreciation) should benefit substantially from its partnership with Disney (whose subscriber base is now huge).

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