October 2021 Update: Investing, Beating the Market, Portfolio Updates & More

Investing, Beating the Market and Compounding returns I talk to a lot of people about investing and personal finances. Yes, I know, talking about money can be taboo, but I suppose I don’t really care. There are far too many people that need help with their finances and I think it’s a far bigger crime […]

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August 2021 Portfolio Recap & Some Earnings Notes

August was a tremendous month. My portfolio was up 14% for the month and hit an all-time high for the year with a YTD return of 40.62%! It seems Fed’s easy monetary policies combined with Jerome Powell’s solid navigation of a tapering timeline to mitigate a “taper tantrum” has enabled growth stocks to continue to […]

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August 2021 Mid-Month Portfolio Update: Lots of Changes

Earnings season is just about over, with the majority of companies having reported through August 20. It was an overall pretty solid earnings season with 87% of S&P 500 companies beating analyst expectations. The market has been pretty volatile recently due to the market freaking out about July’s FED minutes that stated the FED may […]

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Portfolio Updates & Q2 2021 Earnings Recaps – Etsy, Fiverr, DataDog, Cloudflare

Earnings season is winding down but my top few positions have yet to report: CrowdStrike ($CRWD), DocuSign ($DOCU), Zoom Video Communications ($ZM) and Upstart ($UPST). Besides Upstart announcing next week, the rest won’t announce until the last week of August if not in early September. So I am eagerly awaiting their results. Q2 earnings have […]

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Crocs ($CROX) Q2 Earnings Recap

As some of you may know, I invest primarily in software/tech companies since most software companies I invest in have high revenue growth, high gross margins, and most of all, recurring revenue. However, lately, I’ve become more interested in finding what many would perceive as “value stocks” and test my ability to analyze these types […]

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