|
Learning the right lessons (from 2022)
|
|
8
|
6221
|
December 29, 2022
|
|
Saul's Portfolio at the end of June,2023
|
|
2
|
11398
|
July 2, 2023
|
|
Best wishes for a happy holiday season
|
|
0
|
2596
|
December 24, 2022
|
|
Where I’ve been and where I’m going
|
|
35
|
23168
|
May 25, 2023
|
|
My first big lesson from Saul
|
|
9
|
7678
|
October 21, 2023
|
|
My thoughts on this market, and this year
|
|
1
|
5695
|
January 9, 2023
|
|
Saul's Portfolio at the end of July 2023
|
|
5
|
11786
|
July 31, 2023
|
|
Saul's Portfolio at the end of August 2013
|
|
0
|
9213
|
September 2, 2023
|
|
SNOW December 8 Barclays investor conference
|
|
8
|
8324
|
December 22, 2022
|
|
Saul's Portfolio at the End of May
|
|
7
|
13772
|
May 31, 2023
|
|
SNOW Q1 2024 Earnings
|
|
29
|
10326
|
July 1, 2023
|
|
SA Article Yesterday: “‘I’ll Never Make My Money Back!’ or How We Fool Ourselves”
|
|
1
|
4922
|
April 13, 2023
|
|
SNOW / CRWD: Parallels and Differences
|
|
7
|
6523
|
December 10, 2022
|
|
The most important lesson
|
|
9
|
6231
|
January 6, 2023
|
|
Saul's portfolio at the end of September 2023
|
|
5
|
8903
|
October 2, 2023
|
|
It's not all dollars and cents
|
|
8
|
5578
|
March 19, 2023
|
|
Saul's Portfolio at the end of Oct, 2023
|
|
0
|
9151
|
October 28, 2023
|
|
Saul's portfolio at the end of 2022 - part 1
|
|
0
|
8999
|
December 31, 2022
|
|
OT: Concentrating a portfolio
|
|
1
|
4261
|
November 17, 2023
|
|
BH Article on DDOG - Was the Quarter as Bad as it Seemed?
|
|
0
|
2266
|
August 17, 2023
|
|
Thoughts on SentinelOne and its recent Conference Call
|
|
17
|
9219
|
December 20, 2022
|
|
On Stock Based Compensation
|
|
12
|
7698
|
March 10, 2023
|
|
Saul's mid-month portfolio changes
|
|
35
|
16971
|
October 25, 2023
|
|
Moritz’ Portfolio Summary - March 2023
|
|
1
|
4712
|
April 3, 2023
|
|
Datadog's amazing Q3 results just came out
|
|
1
|
2754
|
November 7, 2023
|
|
**On being willing to reevaluate a company.**
|
|
0
|
2813
|
May 25, 2023
|
|
Bear's Portfolio through 08/2023
|
|
12
|
9744
|
September 6, 2023
|
|
I am feeling really discouraged
|
|
19
|
8859
|
April 29, 2023
|
|
Moritz’ Portfolio Summary - May 2023
|
|
2
|
2996
|
June 4, 2023
|
|
Saul's Portfolio end of March - You May Not Recognize It!
|
|
8
|
12417
|
April 2, 2023
|
|
Axon overview (AXON)
|
|
3
|
5381
|
October 11, 2023
|
|
Cloudflare 2Q23 Earnings
|
|
13
|
6752
|
August 10, 2023
|
|
My way of saying thank you
|
|
1
|
3973
|
January 6, 2023
|
|
Broadway Dan's August Round Up
|
|
10
|
4859
|
September 7, 2023
|
|
On Tesla: Products, CEO, Hardware, Valuation
|
|
20
|
7127
|
September 13, 2023
|
|
From Hypergrowth to...HyperGARP?
|
|
0
|
1983
|
April 17, 2023
|
|
Saul's Portfolio at the end of January 2023
|
|
9
|
17431
|
February 1, 2023
|
|
Bear's Mid-March Update
|
|
21
|
9681
|
March 17, 2023
|
|
Aehr shareholder letter, a must read
|
|
13
|
4412
|
September 17, 2023
|
|
SMCI: Supermicro
|
|
37
|
13602
|
June 6, 2023
|
|
Short Term, Long Term, and Circle of Competence
|
|
8
|
3628
|
August 16, 2023
|
|
Aehr is a different kind of company
|
|
11
|
8987
|
August 11, 2023
|
|
April mid-month update
|
|
8
|
9450
|
April 19, 2023
|
|
Stocknovice's April 2023 Portfolio Review
|
|
30
|
9089
|
May 8, 2023
|
|
The Trade Desk Q4 Earnings
|
|
10
|
5536
|
March 3, 2023
|
|
MajorFool’s Q4 Earnings Thoughts & Portfolio
|
|
4
|
4854
|
March 27, 2023
|
|
Broadway Dan's September Round Up
|
|
10
|
6107
|
October 7, 2023
|
|
Enphase, a new full position
|
|
49
|
23318
|
April 24, 2023
|
|
Moritz’ Portfolio Review - July 2023
|
|
0
|
3151
|
July 30, 2023
|
|
Bear's Portfolio through 06/2023
|
|
4
|
8708
|
July 4, 2023
|