Impinj - Interesting Company, Questionable Business
Nov 19, 2024
HIMS Blowout Q3 Leads To Substantial Fair Value Bump
Nov 6, 2024
Buying Microsoft
Nov 2, 2024
Strong Report for Google in Q3
Oct 31, 2024
NAPCO Security Looks Good, Not Great
Oct 30, 2024
More Excellence from ServiceNow in Q3
Oct 25, 2024
Collegium Pharma Also Gets A "Pass"
Oct 9, 2024
Passing On Astrana Health
Oct 7, 2024
Passing on Blue Bird
Oct 1, 2024
In-line Q3 For Adobe
Sep 20, 2024
Semrush Is A Worthy Candidate For Your Watch List
Sep 19, 2024
Passing on Real Brokerage
Sep 14, 2024
Passing on DraftKings
Sep 9, 2024
Smartsheet Q2 Tracking To Expectations
Sep 8, 2024
GitLab Executing Well In Q2
Sep 7, 2024
Zscaler Reports Q4 Results
Sep 4, 2024
CrowdStrike Reports After The Fallout
Aug 31, 2024
No Surprises From Autodesk in Q2
Aug 30, 2024
Veeva Posts A Solid Q2 Report
Aug 29, 2024
Passing On 3 Green Screen Stocks
Aug 26, 2024
Workday Steady As Always In Q2
Aug 24, 2024
Snowflake Looks Attractively Priced After Q2 Report
Aug 23, 2024
Dropping Sprout Social from Watch List
Aug 21, 2024
Global-e's Report Shows Slight Consumer Pullback
Aug 20, 2024
Sea Limited's Q2 Report
Aug 19, 2024
Enlight Renewable Energy Reports Q2
Aug 18, 2024
Harmony Looks On Track After Q2 Results
Aug 16, 2024
Great Q2 From Monday.com
Aug 15, 2024
A Mixed Quarter For Flywire
Aug 14, 2024
Coupang Still Working Through Farfetch Acquisition
Aug 13, 2024
Fortinet Continues To Quietly Deliver
Aug 12, 2024
Some Good, Some Bad In Toast's Q2
Aug 11, 2024
Buying ODDITY
Aug 11, 2024
Another Great Report From Mercadolibre
Aug 10, 2024
Market Finally Taking Notice Of Clear Secure's Results
Aug 9, 2024
Celsius Growth Slows In Q2
Aug 8, 2024
Storm Clouds Forming In Airbnb's Q2 Report
Aug 7, 2024
HIMS Sees Accelerating Growth In Q2
Aug 6, 2024
Mastercard Processes A Good Q2
Aug 5, 2024
Paycom Q2 Thoughts
Aug 4, 2024
Atlassian Is Looking Pretty Attractive After Q4 Report
Aug 4, 2024
Pinterest's Q2 Report
Aug 3, 2024
Microsoft's 2024 Fiscal Year Report
Jul 31, 2024
Oddity Is An Intriguing New Green Screen Stock
Jul 28, 2024
A Delicious Q2 For Chipotle
Jul 27, 2024
ServiceNow Continues Rolling in Q2
Jul 25, 2024
Visa Has Another Boring Quarter
Jul 24, 2024
Alphabet (Google) Reports Q2 Results
Jul 23, 2024
Selling CrowdStrike - For Now
Jul 21, 2024
TSMC Reports Q2 Results
Jul 20, 2024
Six Flags Is A Green Screen Illusion
Jul 18, 2024
A Dominant Company That's Also An AI Play
Jul 17, 2024
Passing on Trex (TREX)
Jul 3, 2024
ON Holdings Is Not A Green Dot Stock
Jul 1, 2024
Buying Grupo Aeroportuario del Sureste (ASR)
Jun 30, 2024
Passing on Moelis (MC)
Jun 26, 2024
Passing on Fluence Energy
Jun 19, 2024
Buying Flywire
Jun 19, 2024
Adobe Reports Q2 Results
Jun 18, 2024
Taking A Pass on BellRing Brands
Jun 17, 2024
Predictably Boring Results From Autodesk
Jun 12, 2024
I'm (Finally) Buying Celsius
Jun 12, 2024
GitLab Finally Looks Priced To Win
Jun 11, 2024
Smartsheet Up 15% After Q1 Results
Jun 7, 2024
CrowdStrike Continues Its Good Results
Jun 6, 2024
Zscaler Operating Well But Diluting Too Much
Jun 3, 2024
Restoring Veeva Systems to Watch List
Jun 2, 2024
Business As Usual For Workday in Q1
Jun 1, 2024
Synopsys Acquiring Ansys, Selling Software Integrity Business.
May 27, 2024
Can Sea Limited Be Another E-Commerce Winner?
May 17, 2024
Updates for Sprout Social and Clear Secure
May 11, 2024
Q1 Updates For Visa, Chipotle, and ServiceNow
Apr 26, 2024
Buy Toast
Apr 20, 2024
Several Stock Deletions And Rejections To Cover
Apr 16, 2024
Finally, SaaS At A Reasonable Valuation: Smartsheet
Apr 15, 2024
Why I'm Passing On 4 Green Screen Stocks
Mar 31, 2024
Last Q4 Update: ADSK, SNPS, SPT, ADBE
Mar 22, 2024
Is It Time To Place An Order On Toast?
Mar 17, 2024
Rejecting GigaCloud and Several Others
Mar 13, 2024
Pinterest Is A Unique And Different "Social Network"
Mar 12, 2024
More Updates! CPNG, SNOW, YOU
Mar 8, 2024
Updates: HRMY, MELI, SWAV
Feb 28, 2024
Quarterly Report Updates for MNDY, ABNB, GLBE
Feb 25, 2024
Of Course Google Is A Green Dot Stock!
Feb 23, 2024
Passing on Freshpet and Several Others
Feb 18, 2024
Removing Several Stocks From Watch List
Feb 17, 2024
Updates For Mastercard, Fortinet, and Paycom
Feb 12, 2024
Buy Coupang
Feb 7, 2024
Updates for Adobe, Microsoft, and Atlassian
Feb 4, 2024
Updates for ASML, Visa, and ServiceNow
Jan 27, 2024
Mastercard Is A Great Business Worth A Look
Jan 17, 2024
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Watch List
SE | 53.62% |
PINS | 2.38% |
MA | 9.82% |
CMG | 77.97% |
GOOG | 41.40% |
PSTG | 10.89% |
SEMR | -5.93% |
INTU | 26.06% |
SMAR | 24.20% |
GTLB | 35.36% |
CRWD | 64.32% |
VEEV | 11.64% |
WDAY | 8.74% |
SNOW | -6.97% |
vs. Fair Value Estimates
Buy List
ODD | -29.57% |
ASR | -28.58% |
PAYC | -25.20% |
HRMY | -52.24% |
YOU | -46.20% |
vs. Fair Value Estimates
Hold List
MSFT | -24.59% |
FLYW | 16.52% |
CELH | -14.72% |
TOST | 49.12% |
CPNG | 2.94% |
HIMS | -15.96% |
MNDY | 22.39% |
GLBE | -1.75% |
ZS | 22.37% |
V | -13.61% |
ADSK | 16.05% |
NOW | 41.37% |
ABNB | -21.29% |
MELI | -22.31% |
FTNT | -2.38% |
TEAM | 10.59% |
ADBE | -15.89% |
vs. Fair Value Estimates