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Usually, I'm a value investor, but the recent COVID-19 pandemic has really made me take a good hard look at my portfolio. Many of my value stocks are still substantially below February highs and are showing no signs of recovery, while the few growth stocks I own are up substantially even from February levels. After some deliberation, I have decided to start moving my portfolio to strong growth companies with clear competitive advantages and large TAMs. For the reasons discussed in this article, Livongo (LVGO) is the first stock I'm adding as part