I’ve decided to post this mid-month portfolio update because about half of my companies (DDOG, LSPD, NET, UPST, and ROKU) have reported their latest quarterly results. That and because my family’s been out of town so I’ve had some extra spare time. The companies’ results mostly reinforced my previous sentiments and hopes. The portfolio update contains a bunch of off-topic content so I’m just posting a link here:
2021-08-13 Portfolio Update: https://gauchorico.com/2021-08-13-portfolio-update/
Twitter: @gauchorico
I sometimes post things on Twitter that I don’t post here or on my blog.
I’ve written about my thoughts on DDOG, LSPD, NET and UPST. They are in my portfolio update (link above). I will also post each of these separately in four posts after this post.
GR