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Category: Portfolio

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 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 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 6, 2021August 6, 2021

Who let the DDOG out?!

Read More “Who let the DDOG out?!”
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 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”
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 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 12, 2021February 16, 2021

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

Read More “2/9/21 Text Post – ATH (All time high)”

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