Power Rankings Top 20

Investing Strategies Abandoned Arctic Outpost #13
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Current Power Rankings Top 20:

  1. ANET…669 Points

  2. TGLS…632

  3. AXON…628

  4. NET…616

  5. HUBS…616

  6. PERI…612

  7. TMDX…610

  8. ARRY…608

  9. MNDY…598
    10 FOUR…592

  10. IOT…574

  11. DOCN…571

  12. TTD…566

  13. SMAR…565

  14. CRWD…559

  15. AYX…549
    17, PATH…542

  16. DT…530

  17. TSLA…505

  18. BILL…503
    …

Others Receiving Votes

ENPH…498
GRVY…496
DKNG…489
SHOP…482
S…455
DOCS…453
DUOL…444
MDB…439
GLBE…427
OKTA…426
ZS…404

All The Best,

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Hi Champico, Where are you getting the Rankings?

Andy

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Hi Andy:

The rankings are compiled using three sets of data:

  1. Data Tables from IBD - which are the primary of two in-between-ER vote/grading measurements as a way to move companies up or down in the rankings.

1a: Along-the-way Analysts grading changes along with Positive/Negative company news events.

  1. The data from the most recent company ER reports evaluated according to my own system data weighing.

With the exception of how much weight I give to any particular reported ER category there is nothing intangible here. As far as it goes - for me, the rankings are just the beginning and where the rankings end the intangibles begin. Most importantly: the rankings are not any form of mechanical investing. I leave that to investors much smarter than me.

Example: When three high level S execs left recently to join CRWD - S dropped quite a bit in the rankings while CRWD moved up.

Subsequent to updating them I have made several moves within the portfolio based on both the actual rankings as well as the intangibles ‘Perspective/Feelings/Opinions’ gleaned while re-visiting all the data and re-reading all the conference call Transcripts.

Hope that answers your question and if you want more specifics on the actual categories I use and the grading system let me know and I can try to provide more meat.

All the Best,

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