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