|
$avgo, $mdb, $iot, $mrvl
|
|
8
|
679
|
March 11, 2024
|
|
Discounted Cash Flow, Margins, and valuing a company
|
|
2
|
357
|
March 4, 2024
|
|
Cyber security takedown
|
|
2
|
413
|
February 21, 2024
|
|
Hiatus of indeterminate length thread
|
|
8
|
807
|
January 28, 2024
|
|
Poll - Mid Year Forecast - what does SPX finish at in 2023?
|
|
59
|
3026
|
January 4, 2024
|
|
2023 - final year update / review
|
|
0
|
386
|
December 29, 2023
|
|
US Feds are done with rate hikes. At least 3 cuts coming in 2024
|
|
12
|
742
|
December 15, 2023
|
|
Waiting for POMO
|
|
0
|
320
|
December 11, 2023
|
|
2023 Monthly Updates and Port Status
|
|
29
|
3442
|
December 6, 2023
|
|
Shake up at OpenAI...its implications for AI (and MSFT $10B+ in)
|
|
7
|
639
|
November 20, 2023
|
|
Spg followed it up again
|
|
1
|
369
|
November 14, 2023
|
|
Monday Morning Premarket Thoughts
|
|
4
|
671
|
November 11, 2023
|
|
It is never too late to learn new things
|
|
124
|
7884
|
October 20, 2023
|
|
US Sept jobs report was not as good as it seems
|
|
1
|
429
|
October 9, 2023
|
|
ULTA anyone...time to invest?
|
|
5
|
720
|
October 6, 2023
|
|
NEP - falling knife or easy divvy play?
|
|
3
|
513
|
October 4, 2023
|
|
US Treasury initiating QE in 2024
|
|
10
|
715
|
September 23, 2023
|
|
Old dog, new tricks - "create a digital business card" edition
|
|
2
|
496
|
September 12, 2023
|
|
FSLY - not forgotten
|
|
2
|
700
|
August 31, 2023
|
|
How growth investors keep falling behind
|
|
7
|
1081
|
June 5, 2023
|
|
2020 - 2021 tech bubble
|
|
4
|
611
|
June 4, 2023
|
|
Good educational website
|
|
0
|
394
|
June 4, 2023
|
|
Changing course or staying the course
|
|
13
|
705
|
June 1, 2023
|
|
ENPH or "So Long, And Thanks For All The Fish"
|
|
3
|
858
|
May 16, 2023
|
|
Holding Growth Stocks
|
|
25
|
2560
|
May 3, 2023
|
|
Then versus now
|
|
1
|
643
|
May 2, 2023
|
|
Bear market rally #4?
|
|
41
|
2986
|
April 27, 2023
|
|
2023 thoughts and predictions
|
|
10
|
1070
|
April 27, 2023
|
|
Makes sense...what is old is new again
|
|
21
|
1846
|
April 21, 2023
|
|
We may need to replace POMO - a poll!
|
|
5
|
566
|
March 25, 2023
|