Outsourced & Automated Business Operations

Own the companies that run or automate recurring business functions: accounting, customer management, employee workflows, benefits, payments and workplace services. This basket pairs software vendors with outsourced operators rather than betting solely on enterprise software valuations. With market breadth weak, I favor essential operating functions whose replacement can disrupt customers' daily business; competition, implementation costs and healthcare reimbursement remain meaningful risks. Launch basket (equal weight): IBM, NOW, CRM, INTU, FIS, GPN, CTAS Rules: 1. No inverse, leveraged or volatility ETFs. 2. Only names tradable at the enrolled brokers (Moomoo): no OTC listings, no dead tickers, nothing on the refused list.