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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 May 20, 2021May 20, 2021

Have we finally seen the bottom?

Read More “Have we finally seen the bottom?”
Posted on May 10, 2021May 10, 2021

Earnings Release Dates, the Sector Rotation & the first of our Q1 Earnings results…

Read More “Earnings Release Dates, the Sector Rotation & the first of our Q1 Earnings results…”
Posted on May 5, 2021May 9, 2021

PTON (Ouch!)

Read More “PTON (Ouch!)”
Posted on May 4, 2021July 13, 2021

Fundamental Investing Criteria : Segment 2 of 10

Read More “Fundamental Investing Criteria : Segment 2 of 10”
Posted on March 24, 2021March 24, 2021

A brief argument for Investing (versus trading)… amidst this challenging market rotation

Read More “A brief argument for Investing (versus trading)… amidst this challenging market rotation”
Posted on March 15, 2021April 27, 2021

20 Fundamental Investing Criteria : Segment 1 of 10

Read More “20 Fundamental Investing Criteria : Segment 1 of 10”
Posted on March 1, 2021March 1, 2021

ZM Q4 Earnings Release & Commentary

Read More “ZM Q4 Earnings Release & Commentary”
Posted on February 25, 2021February 25, 2021

Investing Perspective and Market Volatility

Read More “Investing Perspective and Market Volatility”
Posted on February 15, 2021February 15, 2021

Our Portfolio, Seemingly Endless Government Stimulus, and Growth vs. Value Companies

Read More “Our Portfolio, Seemingly Endless Government Stimulus, and Growth vs. Value Companies”
Posted on February 15, 2021February 15, 2021

NET: The Analyst’s takeaway on Cloudflare…

Read More “NET: The Analyst’s takeaway on Cloudflare…”
Posted on February 12, 2021February 12, 2021

NET & DDOG Q4 Earnings

Read More “NET & DDOG Q4 Earnings”
Posted on February 12, 2021February 12, 2021

Investing vs Trading

Read More “Investing vs Trading”
Posted on February 12, 2021February 16, 2021

2/9/21 Text Post – ATH (All time high)

Read More “2/9/21 Text Post – ATH (All time high)”
Posted on February 7, 2021February 8, 2021

Cloudflare (NET) Pre-Earnings Recap

Read More “Cloudflare (NET) Pre-Earnings Recap”
Posted on January 25, 2021February 16, 2021

Quarterly Earnings Call Season and Dates!!

Read More “Quarterly Earnings Call Season and Dates!!”
Posted on January 12, 2021January 19, 2021

2021 Portfolio & Prognostications

Read More “2021 Portfolio & Prognostications”
Posted on January 12, 2021

That’s a Wrap – The Dichotomy of 2020

Read More “That’s a Wrap – The Dichotomy of 2020”
Posted on December 29, 2020December 29, 2020

Post 182; Year-end

Read More “Post 182; Year-end”
Posted on December 29, 2020

Post 181; Dec. 24, 2020

Read More “Post 181; Dec. 24, 2020”
Posted on December 29, 2020

Post 180; Dec. 18, 2020 – CRWD Strikes!

Read More “Post 180; Dec. 18, 2020 – CRWD Strikes!”

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