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 Portfolio Update 2020-12-31 Portfolio Update All Portfolio Updates PORTFOLIO PERFORMANCE DATE GauchoRicoPortfolio (YTD) S&P500 Total Return (YTD) Jan 3.1% -1.0%…
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 about or reasons for which data I choose to include in my tracking spreadsheet. The data the I track can…
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 Part 1: Introduction In Part 2, I detailed how I find leads for stocks to analyze. Let’s assume we’ve identified…
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 conventional valuation methods. And if one owns a portfolio of exclusively hyper growth stocks or one that’s largely dominated 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 1: Introduction My third post in this series was going to be about the information that I retrieve and where…
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 financial choices. People tend to think that someone else knows more than they do. This has always baffled me. Just…
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 on how I find growth stocks to analyze. I’m looking for stocks that I believe will outperform the market. On…
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 thought and effort. Anybody reading this post is most likely interested in beating the average, and, as I wrote about…
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, and NET have reported their results. I plan to write my next portfolio update at the end of March, after…
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 next best investment. Sometimes that next best investment can be better than the one that you still own. For example,…