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Where I’ve been and where I’m going
|
|
35
|
21293
|
May 25, 2023
|
|
SNOW Q1 2024 Earnings
|
|
21
|
3692
|
May 28, 2023
|
|
Stocknovice's April 2023 Portfolio Review
|
|
30
|
8187
|
May 8, 2023
|
|
**On being willing to reevaluate a company.**
|
|
0
|
2111
|
May 25, 2023
|
|
SMCI: Supermicro
|
|
18
|
6530
|
May 28, 2023
|
|
Saul's portfolio at the end of April 2023
|
|
2
|
8427
|
May 1, 2023
|
|
Moritz’ Portfolio Summary - April 2023
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|
2
|
3757
|
May 8, 2023
|
|
A weird metric called Price to Earnings
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|
2
|
2108
|
May 8, 2023
|
|
The Trade Desk Q1 2023 Results
|
|
1
|
2984
|
May 17, 2023
|
|
Bear's Portfolio through 04/2023
|
|
5
|
5767
|
April 30, 2023
|
|
Portfolio changes effective today
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|
2
|
3114
|
May 2, 2023
|
|
Cloudflare’s use of Databases
|
|
16
|
5395
|
May 26, 2023
|
|
Cloudflare - Zero Trust related deals
|
|
9
|
3458
|
May 20, 2023
|
|
‘Future Proofing’, for me
|
|
21
|
6075
|
May 10, 2023
|
|
New position, new company
|
|
0
|
2082
|
May 12, 2023
|
|
Enphase - New government decision
|
|
0
|
2375
|
May 12, 2023
|
|
Why prior beliefs are so important
|
|
7
|
4065
|
May 4, 2023
|
|
AI moves from Google at I/O
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|
4
|
2076
|
May 13, 2023
|
|
SentinelOne - New article by Bert Hochfeld
|
|
6
|
2729
|
May 21, 2023
|
|
Jason’s April Investing Choices
|
|
0
|
1644
|
April 29, 2023
|
|
WSM's portfolio 30 Apr 2023
|
|
8
|
4936
|
May 16, 2023
|
|
Ben’s Portfolio update end of April 2023
|
|
1
|
2356
|
May 1, 2023
|
|
Mekong22 Apr 2023 portfolio update
|
|
0
|
1755
|
May 2, 2023
|
|
AI and the SAAS and Cloud companies we have been invested in
|
|
2
|
2001
|
May 8, 2023
|
|
DDOG Q1 FY2024 Analyst Q/A
|
|
4
|
2274
|
May 4, 2023
|
|
Bill’s Big Q3 Beat with raised guidance
|
|
2
|
2586
|
May 6, 2023
|
|
MercadoLibre Q1 2023 Results - still in hyper growth
|
|
5
|
2409
|
May 4, 2023
|
|
Global-e Online Q1 2023 Results
|
|
0
|
1359
|
May 23, 2023
|
|
Wow! Did we do the right thing exiting Upstart when we did?
|
|
25
|
9148
|
May 18, 2023
|
|
ExponentialDave's April 2023 Portfolio
|
|
2
|
2882
|
May 2, 2023
|
|
Let me add a little color about Monday here
|
|
1
|
2115
|
May 15, 2023
|
|
TMDX - Announces Proposed Offering of $300 Million of Convertible Senior Notes
|
|
13
|
2441
|
May 9, 2023
|
|
Datadog going AI, new release today
|
|
13
|
6202
|
May 16, 2023
|
|
Cloudflare Q1 23 quarter spells trouble ahead
|
|
19
|
8431
|
May 7, 2023
|
|
MAS4R First 1/3 of 2023 port report
|
|
0
|
1252
|
April 29, 2023
|
|
TMDX - Earnings Report
|
|
6
|
2206
|
May 2, 2023
|
|
ENPH and SEDG comparison
|
|
1
|
1425
|
May 4, 2023
|
|
Monday Announces New Integration with Microsoft Teams
|
|
0
|
1196
|
May 24, 2023
|
|
NET investor presentation
|
|
0
|
1219
|
May 4, 2023
|
|
Sentinel achieves Fed Ramp High In Process designation
|
|
0
|
1147
|
May 2, 2023
|
|
Digital Ocean Q1 2023 Results
|
|
3
|
2711
|
May 20, 2023
|
|
ZeroTrust for AI, Cloudflare Blog
|
|
0
|
1086
|
May 18, 2023
|
|
AI ecosystem components relevant to our investing style. Spoiler: $NVDA
|
|
4
|
1632
|
May 8, 2023
|
|
Datadog “optimization”
|
|
6
|
1916
|
May 12, 2023
|
|
Crowdstrike CEO paid $36.5 million in midst of tech recession with all his stockholders losing money
|
|
3
|
2228
|
May 6, 2023
|
|
Beware the hype - AI FOMO
|
|
7
|
2414
|
May 26, 2023
|
|
FinallyFoolin April '23 Update
|
|
0
|
1600
|
May 1, 2023
|
|
Private equity guts corporate America
|
|
11
|
271
|
May 1, 2023
|
|
Another Russian Bites the Dust
|
|
13
|
215
|
May 25, 2023
|
|
Gimme Just One Reason
|
|
12
|
512
|
May 12, 2023
|