Covid19 picks:$FB $AMZN $AAPL $DIS $TTD $VIAC $GOOG(DIS, TTD, VIAC basket replacing NFLX) $TSLA(great secondaries) $MSFT(AMZN hedge) $BX(America's landlord) $HD(quarantine reminding you to fix kitchen) $BABA(AI) $INDA(China2.0) $NKE(NBA, NFL) $EOG $PXD $CVX(old Dan Dicker go tos)