Hyperscalers in This Market

I have been deleted a couple of times for attempting to step back and assess our opportunities within out greater portfolio of companies which all share to a greater or lesser extent the fundamental intent of Saul’s Strategy. While some beg to differ, I do not believe this alters the fundamental strategy authored by Saul, but simply attempts to sharpen the focus on specific metrics shared by all of our tickers, which we all must agree influence our success to a greater extent than the market at large.

An interesting observation from Jamin Ball’s Clouded Judgement from yesterday:

The Ball’s data offers the revenue growth universe has diminished significantly. Are there metrics of the tickers in our greater portfolio, which have become more important in the past during periods of deteriorating revenue growth and market weakness, which now become a more important metric to consider in making an entry (or exit decision)?

Long - IOT, GLBE, GTLB, SNOW, STNE

Graydrake

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