My portfolio at the end of June 2021

Correction

Under Upstart I had written:

Annual guidance for 2021 was $500 million just a quarter ago, and last quarter they raised it by $100 million to $600 million!!! That raises guidance from up 115% to up 57% (from 2020’s $233 million), and they certainly expect to raise that several times as well.

It should have been:

Annual guidance for 2021 was $500 million just a quarter ago, and last quarter they raised it by $100 million to $600 million!!! That raises guidance from up 115% to up 157% (from 2020’s $233 million), and they certainly expect to raise that several times as well.

Saul

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