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Author: Poleeko

Poleeko studied International Finance in California and Switzerland and has 25+ years of finance experience in Silicon Valley at various public and private companies and in most executive level positions. He has had several successful company exits including an IPO of a SaaS company in 2000 and the sale of another company in 2017 that he founded and built. He currently invests full time in public companies, primarily high tech, biotech, and SaaS companies. His investment returns in public company investments have on average more than tripled the average of the 5 major indexes (Dow, Nasdaq, S&P 500, Russell 2000 and IJS ETF) for the past decade. For the past three years since January 2017 his returns have been more than 10X the average of those market indexes (which indexes together average only roughly 21% for the entire period). He lives in Silicon Valley and spends half his time as an Apple Farmer in Northern California, pursuing new adventures and learning experiences, or traveling with his family and sucking the bone marrow out of life. Victor is NOT an expert or a "licensed" investment professional in any way, and does not offer advice or receive any compensation for his thoughts or pensive ramblings. Victor takes no responsibility for anyones decision to follow or act upon anything about which he may share or ponder in his blog.
Posted on December 7, 2022December 7, 2022

Buffeting Winds of a Government Induced Tsunami

Read More “Buffeting Winds of a Government Induced Tsunami”
Posted on May 10, 2022May 10, 2022

Rocketships and Anchors…

Read More “Rocketships and Anchors…”
Posted on March 2, 2022March 3, 2022

SnowFlake (SNOW) & the Dreaded Full Year Guidance Game

Read More “SnowFlake (SNOW) & the Dreaded Full Year Guidance Game”
Posted on January 4, 2022January 7, 2022

That’s a Wrap – “The Whipsaw of 2021”

Read More “That’s a Wrap – “The Whipsaw of 2021””
Posted on November 5, 2021November 5, 2021

LSPD not quite executing at “light speed” — DDOG accelerating Mach 3 — NET battleship at full speed ahead…steady as she goes!!

Read More “LSPD not quite executing at “light speed” — DDOG accelerating Mach 3 — NET battleship at full speed ahead…steady as she goes!!”
Posted on November 2, 2021November 2, 2021

Earnings Season on the Edge!

Read More “Earnings Season on the Edge!”
Posted on October 18, 2021October 18, 2021

LSPD – A short-sellers dream

Read More “LSPD – A short-sellers dream”
Posted on September 28, 2021September 28, 2021

Armageddon?!

Read More “Armageddon?!”
Posted on September 11, 2021September 11, 2021

Poleeko Portfolio Update

Read More “Poleeko Portfolio Update”
Posted on September 2, 2021September 2, 2021

ASANA Accelerates – Welcome to the Party!

Read More “ASANA Accelerates – Welcome to the Party!”
Posted on September 2, 2021September 2, 2021

CRWD…a victim of large numbers, but remains a phenomenal growth company

Read More “CRWD…a victim of large numbers, but remains a phenomenal growth company”
Posted on August 24, 2021August 24, 2021

CRWD meet Nasdaq

Read More “CRWD meet Nasdaq”
Posted on August 6, 2021August 6, 2021

Who let the DDOG out?!

Read More “Who let the DDOG out?!”
Posted on July 30, 2021July 30, 2021

UPST (Investing vs. Trading)

Read More “UPST (Investing vs. Trading)”
Posted on July 30, 2021July 30, 2021

07.29.2021 Q2 Earnings Releases are here!!

Read More “07.29.2021 Q2 Earnings Releases are here!!”
Posted on July 30, 2021July 30, 2021

Portfolio Update

Read More “Portfolio Update”
Posted on July 13, 2021July 14, 2021

Fundamental Investing Criteria for High Growth: Segment 3 of 10

Read More “Fundamental Investing Criteria for High Growth: Segment 3 of 10”
Posted on June 25, 2021July 13, 2021

Are you and investor or a trader?

Read More “Are you and investor or a trader?”
Posted on June 25, 2021July 15, 2021

The Portfolio (by company percentage holding)

Read More “The Portfolio (by company percentage holding)”
Posted on June 7, 2021June 7, 2021

Hiking the Grand Canyon, CRWD & DOCU

Read More “Hiking the Grand Canyon, CRWD & DOCU”

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