|
Sorry, guys and gals
|
|
20
|
8812
|
March 17, 2024
|
|
Saul's Portfolio at the end of June,2023
|
|
2
|
11975
|
July 2, 2023
|
|
Where I’ve been and where I’m going
|
|
35
|
23704
|
May 25, 2023
|
|
My first big lesson from Saul
|
|
9
|
8340
|
October 21, 2023
|
|
Saul's Portfolio at the end of July 2023
|
|
5
|
12505
|
July 31, 2023
|
|
Saul's Jan 2024 Portfolio Summary
|
|
6
|
15206
|
February 17, 2024
|
|
Saul's Portfolio at the end of August 2013
|
|
0
|
9631
|
September 2, 2023
|
|
Saul's portfolio at the end of 2023
|
|
2
|
10842
|
December 31, 2023
|
|
Saul's Portfolio at the End of May
|
|
7
|
14655
|
May 31, 2023
|
|
Reflections on investing I made seven years ago, in January 2017
|
|
6
|
6028
|
March 7, 2024
|
|
Saul's portfolio at the end of Nov 2023
|
|
13
|
14540
|
December 13, 2023
|
|
SNOW Q1 2024 Earnings
|
|
29
|
10619
|
July 1, 2023
|
|
Saul's portfolio at the end of September 2023
|
|
5
|
9768
|
October 2, 2023
|
|
Saul's Portfolio at the end of March
|
|
7
|
6832
|
March 30, 2024
|
|
Saul's Portfolio at the end of Oct, 2023
|
|
0
|
10451
|
October 28, 2023
|
|
A discussion of gross margins and what they mean to a company
|
|
6
|
3797
|
February 12, 2024
|
|
OT: Concentrating a portfolio
|
|
1
|
4657
|
November 17, 2023
|
|
BH Article on DDOG - Was the Quarter as Bad as it Seemed?
|
|
0
|
2347
|
August 17, 2023
|
|
Prust04 2023 Portolio Recap
|
|
9
|
4937
|
January 11, 2024
|
|
Saul's mid-month portfolio changes
|
|
35
|
18202
|
October 25, 2023
|
|
Samsara's Q424 results
|
|
13
|
7853
|
April 12, 2024
|
|
Datadog's amazing Q3 results just came out
|
|
1
|
3036
|
November 7, 2023
|
|
WSM's portfolio year-end Dec 2023
|
|
2
|
3856
|
January 8, 2024
|
|
Saul's portfolio at the end of February
|
|
2
|
8247
|
March 1, 2024
|
|
Bear's Portfolio through 08/2023
|
|
12
|
10033
|
September 6, 2023
|
|
**On being willing to reevaluate a company.**
|
|
0
|
2956
|
May 25, 2023
|
|
I am feeling really discouraged
|
|
19
|
9272
|
April 29, 2023
|
|
Axon Earnings Q4 23
|
|
2
|
3409
|
February 28, 2024
|
|
Moritz’ Portfolio Summary - May 2023
|
|
2
|
3231
|
June 4, 2023
|
|
Dec 2023 Thoughts on TSLA
|
|
18
|
8871
|
December 29, 2023
|
|
Axon overview (AXON)
|
|
3
|
5654
|
October 11, 2023
|
|
Bear's Portfolio through 01/2024
|
|
3
|
7864
|
February 3, 2024
|
|
Cloudflare 2Q23 Earnings
|
|
13
|
6926
|
August 10, 2023
|
|
Bear's Portfolio through 02/2024
|
|
30
|
14359
|
April 7, 2024
|
|
Broadway Dan's August Round Up
|
|
10
|
4964
|
September 7, 2023
|
|
On Tesla: Products, CEO, Hardware, Valuation
|
|
20
|
7289
|
September 13, 2023
|
|
How my vision of Samsara has evolved
|
|
26
|
7905
|
December 21, 2023
|
|
SMCI: Supermicro
|
|
37
|
14495
|
June 6, 2023
|
|
Aehr shareholder letter, a must read
|
|
13
|
4625
|
September 17, 2023
|
|
Moritz’ Portfolio Review – December (Q4) 2023
|
|
7
|
5366
|
January 5, 2024
|
|
Short Term, Long Term, and Circle of Competence
|
|
8
|
3813
|
August 16, 2023
|
|
Aehr is a different kind of company
|
|
11
|
9345
|
August 11, 2023
|
|
Stocknovice's April 2023 Portfolio Review
|
|
30
|
9417
|
May 8, 2023
|
|
NVDA 4th Quarter Earnings
|
|
14
|
7392
|
February 27, 2024
|
|
Crowdstrike Q4 2024 Earnings
|
|
23
|
8203
|
March 11, 2024
|
|
Introducing $META
|
|
0
|
2161
|
February 2, 2024
|
|
Broadway Dan's September Round Up
|
|
10
|
6265
|
October 7, 2023
|
|
MajorFool’s Q3 Portfolio Update
|
|
2
|
3375
|
December 12, 2023
|
|
Why I ignored my personal rule of no positions over 20%
|
|
12
|
7442
|
December 16, 2023
|
|
Nvidia confirms AI still growing like crazy
|
|
45
|
16519
|
January 20, 2024
|