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Latest forum discussions

We tracked 15 total in the last 3 months

... holding a premium like say TTD, OKTA or SHOP. At the... pre-execution stage, streamlining contract review and negotiation and automatically analyzing ...% month which now puts the stock at a sneaky-excellent 112.... air is left in the stock. I haven’t done anything ... (amazing quarter!), SHOP, FVRR, and TTD. A few others are hanging ... that trend (the post-earnings stock move notwithstanding). I’m cautiously ...
Published on 2020-12-01 in the Saul's Investing Discussions forum
This discussion is in English.
... lull between earnings lets me review the year, spot check where....fool.com/stocknovice39s-2019-portfolio-review... December 2020 (contains links to....com/stocknovice39s-december-portfolio-re... Stock Comments: I didn’t make... the companies I’ve owned, TTD’s Jeff Green. Unfortunately, both... Work is an in-depth review of the applications and services... SHOP, SNOW, FVRR, LSPD and TTD. There are a few other ...
Published on 2021-01-30 in the Saul's Investing Discussions forum
This discussion is in English.
... lull between earnings lets me review the year, spot check where....fool.com/stocknovice39s-2019-portfolio-review... December 2020 (contains links to....com/stocknovice39s-december-portfolio-re... Stock Comments: I didn’t make... the companies I’ve owned, TTD’s Jeff Green. Unfortunately, both... Work is an in-depth review of the applications and services... SHOP, SNOW, FVRR, LSPD and TTD. There are a few other ...
Published on 2021-01-30 in the Saul's Investing Discussions forum
This discussion is in English.
...monthly data pulls at a stock level during 2020 nor factoring...that sector for now. Performance review:- My portfolio ended 2020...~10% positions including Shopify, Crowdstrike &TTD (and at one point Zoom) ... helped me with Shopify, TTD, Square and MercadoLibre but hurt...on the planet (Shopify and TTD), maintaining positions in some of ...regular and in depth portfolio review going forwards. Happy new year ...
Published on 2021-01-01 in the Saul's Investing Discussions forum
This discussion is in English.
...monthly data pulls at a stock level during 2020 nor factoring...that sector for now. Performance review:- My portfolio ended 2020...~10% positions including Shopify, Crowdstrike &TTD (and at one point Zoom) ... helped me with Shopify, TTD, Square and MercadoLibre but hurt...on the planet (Shopify and TTD), maintaining positions in some of ...regular and in depth portfolio review going forwards. Happy new year ...
Published on 2021-01-01 in the Saul's Investing Discussions forum
This discussion is in English.
...monthly data pulls at a stock level during 2020 nor factoring...that sector for now. Performance review:- My portfolio ended 2020...~10% positions including Shopify, Crowdstrike &TTD (and at one point Zoom) ... helped me with Shopify, TTD, Square and MercadoLibre but hurt...on the planet (Shopify and TTD), maintaining positions in some of ...regular and in depth portfolio review going forwards. Happy new year ...
Published on 2021-01-01 in the Saul's Investing Discussions forum
This discussion is in English.
...monthly data pulls at a stock level during 2020 nor factoring...that sector for now. Performance review:- My portfolio ended 2020...~10% positions including Shopify, Crowdstrike &TTD (and at one point Zoom) ... helped me with Shopify, TTD, Square and MercadoLibre but hurt...on the planet (Shopify and TTD), maintaining positions in some of ...regular and in depth portfolio review going forwards. Happy new year ...
Published on 2021-01-01 in the Saul's Investing Discussions forum
This discussion is in English.
... time for my first portfolio review. I’ve previously opted out... of my portfolio transition.) One stock I’ve owned since late... put forth as a result. TTD isn’t heavily discussed here... rewards on a company whose stock is up around 700% since... position early in new year) TTD – 26% (same) OKTA – 14% ZM... – 6% NET – 3% Beside the TTD thoughts above, the other companies ...
Published on 2020-12-31 in the Saul's Investing Discussions forum
This discussion is in English.
... time for my first portfolio review. I’ve previously opted out... of my portfolio transition.) One stock I’ve owned since late... put forth as a result. TTD isn’t heavily discussed here... rewards on a company whose stock is up around 700% since... position early in new year) TTD – 26% (same) OKTA – 14% ZM... – 6% NET – 3% Beside the TTD thoughts above, the other companies ...
Published on 2020-12-31 in the Saul's Investing Discussions forum
This discussion is in English.
...fool.com/stocknovice39s-2019-portfolio-review... January 2020: https://boards...fool.com/stocknovice39s-may-portfolio-review-... June 2020: https://...fool.com/stocknovice39s-june-portfolio-review... July 2020: https://...fool.com/stocknovice39s-july-portfolio-review... August 2020: https://boards...#3 holding. Unfortunately, the stock lagged for much of 2020. ...ZS, SHOP, FVRR and TTD. I’m also poking around ...
Published on 2021-01-01 in the Saul's Investing Discussions forum
This discussion is in English.
...fool.com/stocknovice39s-2019-portfolio-review... January 2020: https://boards...fool.com/stocknovice39s-may-portfolio-review-... June 2020: https://...fool.com/stocknovice39s-june-portfolio-review... July 2020: https://...fool.com/stocknovice39s-july-portfolio-review... August 2020: https://boards...#3 holding. Unfortunately, the stock lagged for much of 2020. ...ZS, SHOP, FVRR and TTD. I’m also poking around ...
Published on 2021-01-01 in the Saul's Investing Discussions forum
This discussion is in English.
AMS Portfolio Review – January 2021 Background Overview I ... ~10% positions include: Shopify, Crowdstrike, TTD (and at one point Zoom... World Exits: YY, Unity Performance Review:- Monthly Performance Month US... also the use of company stock for the basis of the...
Published on 2021-01-31 in the Saul's Investing Discussions forum
This discussion is in English.
AMS Portfolio Review – January 2021 Background Overview I ... ~10% positions include: Shopify, Crowdstrike, TTD (and at one point Zoom... World Exits: YY, Unity Performance Review:- Monthly Performance Month US... also the use of company stock for the basis of the...
Published on 2021-01-31 in the Saul's Investing Discussions forum
This discussion is in English.
... Monkey's first year-end review. The next time you'll... order of confidence about each stock's growth for the coming... 2.77% AYX 2.75% TTD 2.53% OKTA 2.30...
Published on 2021-01-01 in the Saul's Investing Discussions forum
This discussion is in English.
... Monkey's first year-end review. The next time you'll... order of confidence about each stock's growth for the coming... 2.77% AYX 2.75% TTD 2.53% OKTA 2.30...
Published on 2021-01-01 in the Saul's Investing Discussions forum
This discussion is in English.
...revenue growth, gross margins, stock price growth), and a filter... great predictor of future stock price rise (at least...GauchoRico in his monthly portfolio review, the price and valuation...members here had a stock price above 100 (TTD); by the end... 100 (AYX, MDB, TTD, OKTA), with one of them...except for NET, have a stock price above 100. However, stocks'... in fact, when sorting by stock price, it’s evident that ...
Published on 2020-12-07 in the Saul's Investing Discussions forum
This discussion is in English.
...revenue growth, gross margins, stock price growth), and a filter... great predictor of future stock price rise (at least...GauchoRico in his monthly portfolio review, the price and valuation...members here had a stock price above 100 (TTD); by the end... 100 (AYX, MDB, TTD, OKTA), with one of them...except for NET, have a stock price above 100. However, stocks'... in fact, when sorting by stock price, it’s evident that ...
Published on 2020-12-07 in the Saul's Investing Discussions forum
This discussion is in English.
...-up to the Monthly Performance Review - sort of the What... performances. I went back to review 21 January Performance postings on ... reports Others appearing of note: TTD. - 6 DDOG - 6... on February 11. Since the stock has been basically flat - ...gonna keep it. YTD the stock is up about 15% and ... lot of the MOMO hot stock folks have drummed SHOP out ... basket as well as one stock under the roster limits. So ...
Published on 2021-02-06 in the CPTF forum
This discussion is in English.
...-up to the Monthly Performance Review - sort of the What... performances. I went back to review 21 January Performance postings on ... reports Others appearing of note: TTD. - 6 DDOG - 6... on February 11. Since the stock has been basically flat - ...gonna keep it. YTD the stock is up about 15% and ... lot of the MOMO hot stock folks have drummed SHOP out ... basket as well as one stock under the roster limits. So ...
Published on 2021-02-06 in the CPTF forum
This discussion is in English.