Now all of my companies have reported their Dec or Jan quarters. The companies that reported results since my 12Feb portfolio update will be discussed in detail below. PRIOR PORTFOLIO UPDATES 2021-02-12 Portfolio Update 2021-01-31…
This is Part 5 of the series on analyzing growth stocks. Here I will focus on retrieving and entering the relevant numbers from the sources described in Part 4. The post will not cover explanations…
This is Part 4 of the series of posts on my process for selecting and investing in growth stocks. The previous posts can be found here: Part 3: Journalist Lawyer Scientist Part 2: Finding Stocks…
Growth stocks are by nature more volatile than slower growing companies. Hyper growth stocks (stocks with >40% revenue growth) are even more so. High quality companies that dominate their industries/markets often seem way overvalued by…
This is Part 3 of a series of posts that I’m writing to share my process for selecting and investing in growth stocks. The previous posts can be found here: Part 2: Finding Stocks Part…
I first wrote this in May 2017. I’m posting it here again to point out that getting to the truth and having a complete understanding of financial choices is a prerequisite for making informed, good…
This is Part 2 of a series of posts that I’m writing to share my process for selecting and investing in growth stocks. Part 1 was just a short introduction. In this post, I’ll focus…
The only reason to invest in individual stocks is to beat the average, which I’ll define as the S&P 500 index. Otherwise, the index can be bought without having to expend a single ounce of…
I prefer to write portfolio updates after some of my portfolio companies have reported quarterly results, and this may not coincide with the end of a month. So far this earnings season, LSPD, PTON, DDOG,…
Have you ever delayed selling a stock because you wanted to wait until that stock’s price climbed back up to your purchase price? If so, you’re probably incurring a cost: opportunity cost is forgoing the…