All Articles
- Impinj - Interesting Company, Questionable Business
- HIMS Blowout Q3 Leads To Substantial Fair Value Bump
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Buying Microsoft
- Strong Report for Google in Q3
- NAPCO Security Looks Good, Not Great
- More Excellence from ServiceNow in Q3
- Pure Storage's Subscription Journey Makes The Stock Worth Watching
- Collegium Pharma Also Gets A "Pass"
- Passing On Astrana Health
- Passing on Blue Bird
- In-line Q3 For Adobe
- Semrush Is A Worthy Candidate For Your Watch List
- Passing on Real Brokerage
- Intuit Dominates SMB Accounting and Tax Prep - Is It A Buy?
- Passing on DraftKings
- Smartsheet Q2 Tracking To Expectations
- GitLab Executing Well In Q2
- Zscaler Reports Q4 Results
- CrowdStrike Reports After The Fallout
- No Surprises From Autodesk in Q2
- Veeva Posts A Solid Q2 Report
- Passing On 3 Green Screen Stocks
- Workday Steady As Always In Q2
- Snowflake Looks Attractively Priced After Q2 Report
- Dropping Sprout Social from Watch List
- Global-e's Report Shows Slight Consumer Pullback
- Sea Limited's Q2 Report
- Enlight Renewable Energy Reports Q2
- Harmony Looks On Track After Q2 Results
- Great Q2 From Monday.com
- A Mixed Quarter For Flywire
- Coupang Still Working Through Farfetch Acquisition
- Fortinet Continues To Quietly Deliver
- Some Good, Some Bad In Toast's Q2
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Buying ODDITY
- Another Great Report From Mercadolibre
- Market Finally Taking Notice Of Clear Secure's Results
- Celsius Growth Slows In Q2
- Storm Clouds Forming In Airbnb's Q2 Report
- HIMS Sees Accelerating Growth In Q2
- Mastercard Processes A Good Q2
- Paycom Q2 Thoughts
- Atlassian Is Looking Pretty Attractive After Q4 Report
- Pinterest's Q2 Report
- Microsoft's 2024 Fiscal Year Report
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Oddity Is An Intriguing New Green Screen Stock
- A Delicious Q2 For Chipotle
- ServiceNow Continues Rolling in Q2
- Visa Has Another Boring Quarter
- Alphabet (Google) Reports Q2 Results
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Selling CrowdStrike - For Now
- TSMC Reports Q2 Results
- Six Flags Is A Green Screen Illusion
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A Dominant Company That's Also An AI Play
- Passing on Trex (TREX)
- ON Holdings Is Not A Green Dot Stock
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Buying Grupo Aeroportuario del Sureste (ASR)
- Passing on Moelis (MC)
- Passing on Fluence Energy
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Buying Flywire
- Adobe Reports Q2 Results
- Taking A Pass on BellRing Brands
- Predictably Boring Results From Autodesk
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I'm (Finally) Buying Celsius
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GitLab Finally Looks Priced To Win
- Smartsheet Up 15% After Q1 Results
- CrowdStrike Continues Its Good Results
- Zscaler Operating Well But Diluting Too Much
- Restoring Veeva Systems to Watch List
- Business As Usual For Workday in Q1
- Novo Nordisk Is At The Vanguard Of The Weight Drug Revolution
- Synopsys Acquiring Ansys, Selling Software Integrity Business.
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Specialized Payments Firm Flywire Is Poised To Rebound
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Can Sea Limited Be Another E-Commerce Winner?
- Updates for Sprout Social and Clear Secure
- Looking At Earnings From Harmony, Pinterest, and Paycom
- Updates for 3 Software Giants: Microsoft, Alphabet, Atlassian
- Q1 Updates For Visa, Chipotle, and ServiceNow
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Buy Toast
- Several Stock Deletions And Rejections To Cover
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Finally, SaaS At A Reasonable Valuation: Smartsheet
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Do We Finally Have A "Green Dot" Renewable Energy Stock?
- Why I'm Passing On 4 Green Screen Stocks
- Last Q4 Update: ADSK, SNPS, SPT, ADBE
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Is It Time To Place An Order On Toast?
- Looking At Reports From Celsius, CrowdStrike, and Chipotle
- Rejecting GigaCloud and Several Others
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Pinterest Is A Unique And Different "Social Network"
- More Updates! CPNG, SNOW, YOU
- Quarterly Updates For Zscaler, Hims & Hers, and Workday
- Updates: HRMY, MELI, SWAV
- Quarterly Report Updates for MNDY, ABNB, GLBE
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Of Course Google Is A Green Dot Stock!
- Passing on Freshpet and Several Others
- Removing Several Stocks From Watch List
- Updates For Mastercard, Fortinet, and Paycom
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Buy Coupang
- Updates for Adobe, Microsoft, and Atlassian
- Updates for ASML, Visa, and ServiceNow
- Mastercard Is A Great Business Worth A Look
- Can Samsara Fulfill Its Big Potential?
- How To Evaluate A Company's Management
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GreenDot Stocks 2023 Year In Review
- The 5 Durable Economic Moats
- Long-Term, Organic Revenue Growth Is A Key To Investment Success
- Always Buy Companies With Recurring Revenue
- Why I'm Rejecting All Insurance Stocks
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Snowflake Has A Great Business Model, But Is It A Buy?
- Updates for Synopsys, Crowdstrike, and Veeva
- Holiday Cleaning! Disqualifying A Number of Green Screen Stocks
- Updates for Autodesk, Zscaler, and Workday
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It Is Time To Buy Hims & Hers (HIMS) Stock
- Reviewing HubSpot, monday.com, and Global-e
- Reviewing Quarters From Coupang, Celsius, and Clear Secure
- Quarterly Updates for Mercadolibre, Sprout Social, and Shockwave Medical
- Updating Airbnb, Fortinet, and Atlassian
- Quick Look At Reports From ServiceNow, Chipotle, and Harmony
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Paycom Is Our Kind Of Company And It Is Time To Buy
- Quarterly Updates for ASML, Microsoft, and Visa
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Coupang Is The "Amazon of Korea"
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Buy Monday.com!
- Can UGG and HOKA Continue To Propel Decker's?
- Passing on 4 Green Screen Stocks
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Chipotle Is The Best Brand In The 'Fast Casual' Restaurant Space
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Harmony Biosciences Is A BUY
- Passing on Aehr Test and Symbotic
- Updating Zscaler and Adobe
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Workday Is A Green Dot Stock
- Updating Autodesk, Crowdstrike, and Veeva Systems
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Tech Giant Microsoft Is A Worthy Investment Choice
- Taking A Look At Quarters for CELH, MNDY, and SNPS
- Quarterly Updates for TEAM, SWAV, GLBE
- Sprout Social Is Expanding With Tagger Acquisition
- Removing Doximity From Watch List
- Earnings Updates: HUBS, ABNB, FTNT
- Q2 Updates: PAYC, YOU, MELI
- Updating Visa and ServiceNow's Q2 Results
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The Stock Of The Day Is Monday... Dot Com
- A Look At ASML's Q2 2023 Results
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Can Sprout Social Grow Into A Winning Stock?
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Veeva Systems Is An Attractive SaaS Stock
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GreenDot Stocks Is Now Free
- Looking At Adobe's Q2 2023 Report
- Why I'm Passing On Solar Stocks
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Can Doximity Improve Your Portfolio's Health?
- CrowdStrike Q1 2023 Update
- Updates on SNPS, GLBE, and ADSK
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HubSpot Is A Nice Business, But Is It A Buy?
- Is Tesla A Green Dot Stock?
- Updates on Celsius and Shockwave Medical
- Updates for Airbnb and Clear Secure
- Updates: PAYC, FTNT, TEAM, MELI
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Why Global-e Is A Buy Right Now
- Updates on Visa, Mastercard, and ServiceNow
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Buy Zscaler
- A Look At ASML's Q1 Report
- A Look At Inspire Medical and InMode
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Zscaler Looks Like Another Cybersecurity Winner
- Rejecting dLocal and Bill Holdings
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Shockwave Is An Attractive Medical Device Firm
- Updates: Adobe Results, Passing On A Few More Stocks
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Can Celsius Be A Monster Stock?
- A Look At Crowdstrike's Q4 and Annual Results
- Should You Consider Buying Starbucks Stock?
- Passing on Liberty Energy, XPeng, and Cadence
- Good Quarter For Clear Secure (YOU)
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Now Is A Great Time To Buy Visa Stock
- Updating Autodesk, Mercadolibre, and Synopsys
- Digging Into Airbnb's Q4 and Fiscal Year Results
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ASML: A Monopoly In A Critical, Future-Forward Industry
- Reviewing Paycom's Q4 Report
- Fortinet Q4 and FY 2023 Update
- Atlassian Q2 2023 Update
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Semiconductor EDA Face-off: Cadence vs. Synopsys
- Mastercard Q4 and FY 2023 Update
- Looking at ServiceNow's Q4 Results
- Are Oil and Gas Stocks A Buy?
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Paycom: An Inevitable Business Taking Market Share For 20 Years
- A Deep Dive Into The Trade Desk
- Passing On Datadog and Dynatrace
- Do You Know What Your Stock Is Worth?
- Autodesk: Industry Standard For Over 30 Years
- Passing on Dave & Buster's, Chinese Stocks
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Buying ServiceNow and Clear Secure
- Adobe Q4/Fiscal Year 2022 Update
- Passing on Cactus and NexTier Oilfield Services
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ServiceNow Represents The Best Of SaaS
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Buying Airbnb and MercadoLibre
- Passing on Alliance Resources and Regional Banks
- 5 Reasons Recurring Revenue Rules
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Airbnb Dominates The Market It Created
- Passing on Digital Ocean, eXp World Holdings, and Columbia Bank
- CrowdStrike Q3 2022 Update
- Financial Calculators Now Available
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Fortinet Is A Leader In A $200 Billion Market
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Buying Fortinet
- Passing on CONSOL Energy, Staar Surgical, and DoorDash
- All About The Site Redesign
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Buying Atlassian, CrowdStrike, and Adobe
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Clear Secure: A Winner In The Identification and Security Space?
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MercadoLibre Is Latin America's E-commerce Leader
- Passing On Booking.com, Duolingo, and Cameco
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Atlassian Wants To Triple Its Revenue
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Adobe Should Be On Every Investor's Watch List
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CrowdStrike Could Be The Next Big Cybersecurity Winner
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