2021 in Review- Part 3

2021 in Review- Part 3

At the beginning of 2021, I wrote this piece where I made a few predictions. As 2021 comes to an end, I am reviewing those predictions and grading myself. This is Part 3 of 2021 review. You can find Part 1 here and Part 2 here. One prediction that I made at the...
2021 in Review- Part 2

2021 in Review- Part 2

Last week, I shared Part 1 of the 2021 review. Another prediction I made at the beginning of 2021 was that companies will heavily invest in their digital transformation. As you may have noticed the amount of data that companies has access to has exploded over the last...
2021 in Review- Part 1

2021 in Review- Part 1

At the beginning of 2021, I shared this note where I highlighted some trends and the stocks that I own in my portfolio to benefit from these trends. I will be sharing my thoughts on those thoughts in the next couple of weeks. This is the first of those articles. In...
This is the time to buy!

This is the time to buy!

Over the last four weeks or so, most of my holdings have been taking a beating. Some of my positions are down as much as 50% off their highs. You might ask why? I don’t know for sure. There is lots of selling pressure because investors are scared. Some investors are...
2021 in Review- Part 1

Twilio: A Great Opportunity this Halloween?

At the beginning of 2021, I had picked Twilio (TWLO) as one of the companies to invest for the next 3 years. TWLO started this year around $341 quickly reached a high of $425 in March and then stayed range bound and fell about 20% last week after reporting Q3 2021...