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Skills (SKLZ) and STEM (STPK) have been on a tear in the past few months, but now are coming down to more reasonable valuations after getting a little too ahead of themselves. Down over 50% from their all-time highs, both are increasingly becoming more attractive to start building a position. Both companies are growing rapidly serving a large TAM, and are still in the early innings of their growth story.

00:00 Intro 1:30 Skillz (SKLZ) 16:55 Stem (STPK) 23:45 Closing