What have I learned in 50 yrs since graduation
|
|
0
|
253
|
April 11, 2022
|
My Portfolio at the End of May 2022
|
|
2
|
152
|
June 3, 2022
|
My thoughts on all this!
|
|
2
|
64
|
June 8, 2022
|
No! Our board is not closing!
|
|
0
|
72
|
April 14, 2022
|
This will move your hearts!!!
|
|
4
|
62
|
June 15, 2022
|
What this board is for!
|
|
1
|
121
|
July 15, 2022
|
My Portfolio at the End of April 2022
|
|
4
|
253
|
May 2, 2022
|
Saul's Portfolio at the end of August
|
|
3
|
5790
|
September 28, 2022
|
A sampling of emails I have received...
|
|
1
|
138
|
July 17, 2022
|
Learning the right lessons (from 2022)
|
|
8
|
5943
|
December 29, 2022
|
Best wishes for a happy holiday season
|
|
0
|
2541
|
December 24, 2022
|
My Portfolio at the End of June 2022
|
|
5
|
204
|
July 1, 2022
|
An example of why i stopped posting here
|
|
4
|
139
|
August 4, 2022
|
I built a website for this board - is it useful?
|
|
1
|
96
|
June 29, 2022
|
Thoughts about Selling
|
|
0
|
5118
|
October 6, 2022
|
Considerations around IT Spend Consolidation
|
|
4
|
83
|
July 23, 2022
|
Just a little catch up!
|
|
22
|
459
|
August 14, 2022
|
"Indiscriminate" selling
|
|
6
|
70
|
May 25, 2022
|
Why I invest the way I do!
|
|
15
|
190
|
April 28, 2022
|
The lowest average cost wins
|
|
2
|
62
|
May 10, 2022
|
Moritz’ Portfolio Summary - October 2022
|
|
1
|
4131
|
October 30, 2022
|
Calming perspective
|
|
5
|
76
|
May 7, 2022
|
SNOW Value
|
|
3
|
124
|
May 10, 2022
|
Saul's Portfolio at the end of Sept 2022 --- Part 1
|
|
2
|
11951
|
October 1, 2022
|
My thoughts on this market, and this year
|
|
1
|
5548
|
January 9, 2023
|
Snowflake’s consumption model is superior
|
|
2
|
66
|
May 29, 2022
|
What's happening with our stocks?
|
|
3
|
66
|
June 24, 2022
|
WSM's September 2022 portfolio review
|
|
9
|
10792
|
October 31, 2022
|
SNOW: it's not for QoQ investing
|
|
5
|
747
|
September 14, 2022
|
WSM’s portfolio 30 May 2022
|
|
3
|
64
|
May 31, 2022
|
A two week update.
|
|
19
|
206
|
July 15, 2022
|
Reflections on SNOW's Conference Call
|
|
6
|
80
|
June 2, 2022
|
I'm optimistic
|
|
3
|
84
|
June 14, 2022
|
My response on Zscaler and SentinelOne
|
|
14
|
140
|
June 10, 2022
|
SNOW December 8 Barclays investor conference
|
|
8
|
8073
|
December 22, 2022
|
Sold UPST: Monkey is only human
|
|
8
|
8183
|
November 13, 2022
|
Calling for Improvements
|
|
4
|
51
|
May 9, 2022
|
Snowflake’s Powered By Program
|
|
0
|
57
|
April 26, 2022
|
Nothing is constant except change itself.
|
|
23
|
739
|
September 3, 2022
|
A few more thoughts
|
|
5
|
6168
|
November 12, 2022
|
RWW April Portfolio Update
|
|
11
|
167
|
April 24, 2022
|
Mid Month Portfolio Brief
|
|
3
|
79
|
May 13, 2022
|
Sarksnz first portfolio review
|
|
7
|
2467
|
December 6, 2022
|
Saul's Portfolio at the End of October 2022
|
|
3
|
12263
|
October 29, 2022
|
SNOW's valuation
|
|
4
|
6108
|
October 16, 2022
|
Before I get greyed out ...
|
|
4
|
1032
|
September 23, 2022
|
Can’t we all just get along…
|
|
0
|
38
|
April 11, 2022
|
SNOW / CRWD: Parallels and Differences
|
|
7
|
6256
|
December 10, 2022
|
Cloudflare’s capex heavy business model
|
|
13
|
75
|
May 12, 2022
|
The most important lesson
|
|
9
|
5935
|
January 6, 2023
|