I intend to continue posting detailed portfolio updates on a quarterly basis, typically after the end of an earnings reporting cycle. For more frequent updates on the portfolio composition, I post regularly on X (formerly…
Elon Musk is like the boy who cried wolf. Full self driving (FSD) is coming next year or very soon; this is what Elon has been saying for about ten years. It’s not surprising that…
Revisiting “When Should the Game Change?” About two years ago, I wrote a post, When Should the Game Change?, in which I discussed how each person can examine his circumstances, goals/objectives, and risk tolerance to…
I intend to continue posting detailed portfolio updates on a quarterly basis. For more frequent updates on the portfolio composition, I post regularly on X (formerly Twitter). The posts there can be seen by following…
TSLA is probably the most controversial stock in the market. I normally provide updates on my positions in my regular portfolio updates at the end of each earnings cycle. In the current cycle, which just…
I intend to continue posting detailed portfolio updates on a quarterly basis. For more frequent updates on the portfolio composition, I post regularly on X (formerly Twitter). The posts there can be seen by following…
This is the final portfolio update of 2023. The last of the portfolio companies reported their results several weeks ago. I’ve been traveling and occupied with other activities so this report is a few weeks…
This is the third portfolio update of 2023. The last of my portfolio companies, CRWD, reported results this week. I’ve made significant changes to the portfolio (which I will explain below). Again, I’ve switched to…
This is the second portfolio update of 2023. The last of my portfolio companies, CRWD, reported results this past week. PRIOR PORTFOLIO UPDATES 2023-03-03 Portfolio Update 2022-12-31 Portfolio Update 2021-12-31 Portfolio Update All Portfolio Updates…
This is the first portfolio update of 2023. At the end of January, none of my portfolio companies had reported their results yet. I typically like to wait until all or most of my companies…