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 […]
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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 […]
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 ($UPST). Besides Upstart announcing next week, the rest won’t announce until the last week of August if not in early September. So I am eagerly awaiting their results. Q2 earnings have […]
Continue ReadingJuly 2021 Month End & Some Earnings Recaps
Another solid month for the portfolio as we start moving into earnings season. I made a few changes to my portfolio that I will detail towards the end of this post, but basically, I am continuing to consolidate my portfolio to higher conviction companies and investing less in speculative plays. After reviewing some realized losses […]
Continue ReadingCrocs ($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 […]
Continue ReadingJune 2021 Month End Portfolio Recap
I started my February update with Wow. What a f’ing terrible week. Good grief. *facepalm* I suppose I’ll start my June update with: What an amazing June comeback! 🚀🚀🚀 Investing in growth stocks and concentrating your entire brokerage portfolio to 20-30 core positions that aren’t terribly diversified is not for the faint of heart. After […]
Continue ReadingRandom Portfolio Update
It’s been a crazy year so far. I was up as much as 40% to kick off the year and then bottomed on May 13th down ~28% or so. Since then, my portfolio has rebounded over 50% and is now at 13.5-14% YTD vs. the S&P 500’s 13.1% YTD, so beating the S&P index by […]
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