|
GauchoRico's take on DDOG Q3
|
|
1
|
3634
|
November 5, 2022
|
|
Bear's Portfolio through 09/2022
|
|
3
|
5618
|
October 3, 2022
|
|
SNOW Q1 2024 Earnings
|
|
21
|
3540
|
May 28, 2023
|
|
A few thoughts on the last weeks
|
|
6
|
5134
|
November 11, 2022
|
|
Bear's Portfolio through 07/2022
|
|
0
|
139
|
July 30, 2022
|
|
Moritz’ Portfolio Summary - March 2023
|
|
1
|
4389
|
April 3, 2023
|
|
Stocknovice's September 2022 Portfolio Review
|
|
0
|
2995
|
October 1, 2022
|
|
stocknovice's May Portfolio Review
|
|
0
|
137
|
June 1, 2022
|
|
MercadoLibre Q2 2022 Results
|
|
11
|
166
|
August 16, 2022
|
|
Bear's Portfolio through 06/2022
|
|
0
|
94
|
June 30, 2022
|
|
Saul's Portfolio at the End of November 2022
|
|
2
|
12149
|
November 28, 2022
|
|
I am feeling really discouraged
|
|
19
|
8338
|
April 29, 2023
|
|
stocknovice's June Portfolio Review
|
|
0
|
96
|
July 1, 2022
|
|
Saul's Portfolio end of March - You May Not Recognize It!
|
|
8
|
11354
|
April 2, 2023
|
|
MongoDB MDB Q123 results
|
|
7
|
161
|
June 2, 2022
|
|
Ben’s Portfolio update end of September 2022
|
|
7
|
6573
|
October 5, 2022
|
|
Snowflake and compliance, a data point
|
|
0
|
46
|
July 18, 2022
|
|
DDOG announces Q3 Results
|
|
10
|
10568
|
November 23, 2022
|
|
Bear's Portfolio through 11/2022
|
|
0
|
3760
|
December 1, 2022
|
|
My way of saying thank you
|
|
1
|
3895
|
January 6, 2023
|
|
Stocks are nothing like groceries (nor perfume)
|
|
0
|
278
|
August 25, 2022
|
|
How I see Monday
|
|
4
|
322
|
September 7, 2022
|
|
From Hypergrowth to...HyperGARP?
|
|
0
|
1819
|
April 17, 2023
|
|
Saul's Portfolio at the end of January 2023
|
|
9
|
15730
|
February 1, 2023
|
|
Bear's Portfolio through 10/2022
|
|
0
|
3945
|
October 31, 2022
|
|
Bear's Mid-March Update
|
|
21
|
9408
|
March 17, 2023
|
|
The Trade Desk Q2 Results
|
|
6
|
125
|
August 17, 2022
|
|
Saul's portfolio end of July 2022
|
|
1
|
597
|
July 31, 2022
|
|
SentinelOne, An impressive company
|
|
1
|
2956
|
September 27, 2022
|
|
April mid-month update
|
|
8
|
9183
|
April 19, 2023
|
|
stocknovice's July Portfolio Review
|
|
0
|
115
|
July 30, 2022
|
|
Stocknovice's April 2023 Portfolio Review
|
|
30
|
8177
|
May 8, 2023
|
|
Crowdstrike Q3 Results
|
|
9
|
6058
|
November 30, 2022
|
|
The Trade Desk Q4 Earnings
|
|
10
|
5400
|
March 3, 2023
|
|
**On being willing to reevaluate a company.**
|
|
0
|
2060
|
May 25, 2023
|
|
#1 in CIO survey spending intentions
|
|
6
|
111
|
June 24, 2022
|
|
Enterprise technology spending survey
|
|
1
|
2926
|
September 30, 2022
|
|
MajorFool’s Q4 Earnings Thoughts & Portfolio
|
|
4
|
4735
|
March 27, 2023
|
|
SMCI: Supermicro
|
|
18
|
6312
|
May 28, 2023
|
|
Why did MNDY perform better?
|
|
5
|
533
|
September 21, 2022
|
|
Is Zoom a good buy now?
|
|
2
|
82
|
July 19, 2022
|
|
Bert Hochfeld Positive on Upstart
|
|
6
|
179
|
August 13, 2022
|
|
ExponentialDave's Aug 2022 Portfolio Update
|
|
0
|
143
|
August 21, 2022
|
|
Bear's Portfolio through 08/2022
|
|
0
|
459
|
August 31, 2022
|
|
Some thoughts about Cloudflare (Understanding Cloudflare)
|
|
0
|
2063
|
November 11, 2022
|
|
Datadog - new products announced at Dash 2022 conference
|
|
9
|
6595
|
October 27, 2022
|
|
'A Look Inside The Snowflake/Microsoft Partnership'
|
|
2
|
3212
|
November 23, 2022
|
|
Cash flow in high growth companies
|
|
3
|
107
|
August 16, 2022
|
|
Enphase, a new full position
|
|
49
|
21913
|
April 24, 2023
|
|
MajorFool's Q1 Earnings Thoughts & Portfolio
|
|
0
|
62
|
June 7, 2022
|