Saul,
Congratulations on your great performance! And thanks for putting in the time and effort in preparing your monthly summary.
Best,
GM
Bored! You have got to be joking! It’s the equivalent of reading a new book full of short stories each month and watching the adventures unfold.
Too detailed? Nah. Without butter there is no bread.
The author of the book I read never disappoints. A masterpiece. Long may it continue. From the bottom of my heart to you, your lieutenants, your assistants(all the great posters here) TMF…a big thankyou. Please don’t shorten anything.
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Saul, it’s like watching Federer play tennis - making a difficult skill seem effortless and easy to replicate, whereas reality says otherwise!
Reiterating Dreamer’s comments.
The bull and bear cases for each stocks usually have been discussed extensively on the board. You could save time here if you chose to do so.
For myself, the invaluable parts of these updates are watching your decision making process, going in and out and back in for certain stocks. The rationales for buying certain stocks at all time highs, and the decisions behind selling stocks after they’ve dropped. When you lay it out in the way you do, it’s very logical, reasonable, and lacking emotional attachment. Things can be so obvious when a teacher points it out! Still always learning.
Glad you’re back joining us with NTNX. My #3 stock, down from 1 after mdband ttds amazing run. Fingers crossed it retakes #1 after Thursday.
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I will join the chorus of definitely keep it up. While my investing style is different, I look forward to this every month. It is like a monthly letter from Warren Buffett.
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Saul,
As a board “sponge,” my vote is for you to continue. It’s very helpful.
Thanks
DHeavy
By the way, this is a real lot of work to put together, and format and put out every month. Do you think it’s worth it? Is it too long to read through? Do you get bored? Do you find it valuable as is? What do you think?
As it is the post I look the most forward to every month, its a YESH! from me. 
Incidentally, it took me forever to write up the one I did last month and it was probably 50% shorter than yours - so I empathize with you. Hopefully copy/pasting some info helps to shorten the time it takes (esp when nothing really has changed since the previous month or two on the position discussions).
As always, if you need a hand - just let me know.
Best,
Matt
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Do you think it’s worth it? Is it too long to read through? Do you get bored? Do you find it valuable as is? What do you think?
100% worth it, or speaking for myself, 30.2% YTD worth it. Since discovering this board back in October I’ve been transitioning from market matching, large cap companies to the market whopping, fast growth companies discussed here. I’ve learned more in six months than in my previous 15 years as an investor.
I’d also like to add that not only do you offer an incredibly valuable service to your followers, I believe, in what essentially amounts to re-doing your entire monthly posts each month, you also offer value to yourself. Constantly re-checking, re-reading and re-evaluating things only further solidifies your convictions in them, and also could identify an area of concern you might have otherwise overlooked the first, or sixth, time reviewing the same material.
I read these posts over and over, as I know most people do.
Brandon
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Same here! I have to re-read them too, (current and previous reports) I get lessons 2nd/3rd time around. So the lenght is perfect. Thank you.
Eddie
Saul,
I appreciate every comment you make on the board let alone the end of the month summaries (which is my favorite).
I always look read through them and reference back during the month.
At this point, I have done so well following you that I would pay a subscription fee should you decide to charge one.
Not only that, when I don’t see you post for a few days I start worrying if your ok. LOL
That’s how important you are and I’m sure many more on here feel the same.
Thank you for all that you do!!!
Best of health, wealth and happiness to you and your family.
Much Gratitude,
MC
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Saul,
I love your monthly summaries (and your clarity of thought) and very much appreciate all the work you put into them.
Thank you for sharing them with us mere mortals!
Alex
Saul,
I echo the responses above and would like to add that, reading your posts has caused me to reevaluate the way my portfolio is structured and, like most here, helped me make money - which once you eliminate the polite social experience here, is what it’s all about.
Thank you from the bottom of my heart for your generous effort.
Jeff
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Thank you all for your kind words. There have been so many responses, both here and as emails, that I can’t thank everyone individually, but I really appreciate it. Back to work!
Saul
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Yeah. The height of my month is your monthly portfolio. And Gaucho’s and PaulWBrant’s.
I’ve got about 4 co-workers than now wait and announce your portfolio.
I especially like your conviction ratings.
I wouldn’t change anything about it. You have something for everyone.
Everyone is an expert after the fact.
Your fan,
John
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I got more MongoDB and Enphase. No Zu or Coup.
Love it! Keeps me motivated and puts a smile on my face. I wouldn’t change a thing
Every word is valuable, which means it is also very worthwhile to re-read the parts that are repeated, or slightly modified, each month.
If you are ever bored, tired, or lazy, any summary would be useful.
But with all the clamor and noise of the internet and the world, the steadiness, simplicity, and wisdom of your posts are worth reading and re-reading every month (and sometimes, in a lucky month, more often than that.)
Someone left a comment above that he turned off Warren Buffet to read your post more carefully. That is something that hopefully inspires you.
Again, though, if you ever are not in the mood, even a brief update would be worth more than forty forty-post-threads anywhere else…
Saul
I look forward to reading your summary every month. Your observations are insightful and invaluable - anything but boring. I can appreciate how much work goes into preparing them and all I can say is thank you very much for your generosity in doing so.
MikeJB
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I just forwarded your portfolio review to my daughter saying, “I recommend you read this to understand the thinking of a very good investor.” A couple of weeks ago she chose TWLO, AYX, and ESTC.
I’m amazed and grateful for your generosity. Thank you.
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Saul,
I enjoy reading your update every month. I echo Dreamer and Ben’s views.
Saul,
Thanks for the community you have built here. It’s obviously a group effort, but it all started with you and this board attracts one of the smartest, most respectful, and probably diverse community of people I have ever found on the internet. That is a reflection of you.
To you question about your monthly write-ups. I read every word, and it is my highest priority reading the day they come out.
This board and your write-ups changed my life. I went from debating whether or not I should continue investing in individual stocks (was not out-performing the indexes by much) to absolutely life-changing results in the matter of a year.
I know that’s a short amount of time, but through your detailed knowledge base and monthly write-ups, I’ve learned how to clarify my thinking, formulate my own thesis, and invest differently than the masses.
I could literally never thank you enough…and you don’t ask for anything other than respectful dialogue on the board in return.
What an incredible example of persistence and selflessness you have also shown us.
Thank you for everything.
Austin
39 Likes
Darn, I hit send instead of E-Mail This Reply to Sender. I am trying to retract with a Report Post message.