Sold List
Stocks previously added to the Buy List, but later sold due to valuation or business concerns.
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Ticker | Company | Added | Cost | Sold | Price | Return | vs SPY |
---|---|---|---|---|---|---|---|
CRWD | CrowdStrike Holdings, Inc | 2022-11-18 | $138.99 | 2024-07-21 | $304.96 | 119.41% | 80.79% |
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Watch List
SNOW | 18.99% |
SE | 57.20% |
PINS | 1.07% |
MA | 8.90% |
CMG | 81.76% |
GOOG | 33.26% |
PSTG | 14.58% |
SEMR | -1.60% |
INTU | 32.82% |
SMAR | 24.16% |
GTLB | 44.00% |
CRWD | 66.30% |
VEEV | 14.12% |
WDAY | 12.16% |
vs. Fair Value Estimates
Buy List
MSFT | -25.47% |
ODD | -25.01% |
ASR | -30.34% |
HRMY | -51.13% |
YOU | -47.16% |
vs. Fair Value Estimates
Hold List
FLYW | 19.12% |
CELH | -9.22% |
TOST | 48.63% |
CPNG | 2.13% |
HIMS | -13.75% |
PAYC | -21.72% |
MNDY | 31.55% |
GLBE | 6.15% |
ZS | 24.13% |
V | -14.16% |
ADSK | 19.93% |
NOW | 44.82% |
ABNB | -20.20% |
MELI | -20.22% |
FTNT | 1.10% |
TEAM | 13.38% |
ADBE | -15.08% |
vs. Fair Value Estimates