The last portfolio update was posted as of 7May. Since the last update, there have been earnings results for UPST (11May), LSPD (20May), SNOW (26May), ZM (1Jun), CRWD (3Jun), and DOCU (3Jun). I will provide my brief take on each result later in the post. Now that all of the portfolio companies have reported their…
This is Part 6 in a series about analyzing growth stocks. I had intended on Part 6 being about various financial and other metrics that are important for monitoring the progress of a growth company. However, when thinking about this next post, I decided to first write how to analyze a business’s progress in scaling…
The last portfolio update was posted as of the end of March. Rather than provide a portfolio update at the end of April, I decided to wait an additional week to capture the earnings results for DDOG and NET which both reported on 6May. I plan to post the next portfolio update after the first…
I began more serious and focused options trading in April 2020 so it’s been almost a full year since I started tracking. I posted my 2020 options trading results after the end of 2020: 2020 Stock Options Trading Results I plan to post my options trading results quarterly, and this post is the first quarterly…
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…