Whenever I talk to anyone about money and investing, I basically have the following guiding principle: Save 3-6 months of living expenses, pay off all high-interest debt/loans and invest everything else. Do I practice what I preach? Yes. I absolutely do. The reason is that I believe that investing your savings into the market is […]
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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 […]
Continue ReadingSprout Social ($SPT) Q3 2021 Earnings Recap
Sprout Social released their Q3 ’21 earnings report yesterday afternoon and to sum up in a few words: Another solid report. Here are my notes & takeaways: Revenue of $49.1 M, +45.8% YoY and +9.9% sequentially. This is the third straight quarter of accelerating revenue QoQ which has enabled Sprout to achieve 40%+ growth. Very […]
Continue ReadingSeptember 2021 Portfolio Recap
Wow, September was a roller coaster of a month. It started not so good, then went crazy for a few weeks and then ended on a doozy. At one point, I hit 55% YTD, and then in the last few days of the month, gave back a lot of those gains, finishing the month just […]
Continue ReadingAugust 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 […]
Continue ReadingSemrush $SEMR – An undervalued high growth martech small-cap
I recently initiated a small starter position (< 1%) in Semrush, an “online visibility management and content marketing SaaS platform.” I personally just think of them as a powerful SEO & SEM tool. As someone who works in marketing, who actually started his career in the SEO space, I am very familiar with Semrush as […]
Continue ReadingAugust 2021 Mid-Month Portfolio Update: Lots of Changes
Earnings season is just about over, with the majority of companies having reported through August 20. It was an overall pretty solid earnings season with 87% of S&P 500 companies beating analyst expectations. The market has been pretty volatile recently due to the market freaking out about July’s FED minutes that stated the FED may […]
Continue ReadingPSA: Free Streaming Video Options with Unlimited Cell Phone Data Plans
This probably isn’t news to most people, but I figured I’d call it out since it seems some people didn’t know. For all those who have unlimited data plans with one of the Big 3 cell phone carriers (Verizon, AT&T, and T-Mobile), you may be eligible for a free video streaming plan through a partnership […]
Continue ReadingPortfolio Updates & Q2 2021 Earnings Recaps – Etsy, Fiverr, DataDog, Cloudflare
Earnings season is winding down but my top few positions have yet to report: CrowdStrike ($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 […]
Continue ReadingJuly 2021 Month End & Some Earnings Recaps
Another solid month for the portfolio as we start moving into earnings season. I made a few changes to my portfolio that I will detail towards the end of this post, but basically, I am continuing to consolidate my portfolio to higher conviction companies and investing less in speculative plays. After reviewing some realized losses […]
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