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...
Buying Opportunity or Run for the hills?

Buying Opportunity or Run for the hills?

Zoom Video Communications (ZM) reported their Q2 2022 earnings on August 30th and the market reacted by sending the stock price 15% lower. Were the results so bad? Let’s dig in. I have written about ZM in this article and I am tracking their numbers before the...
Wrapping up the Earnings Season

Wrapping up the Earnings Season

This was a busy earnings week for my portfolio holdings so I am writing a short earnings blurb for four of my holdings that reported in the previous week. I have picked all four of these to outperform the market in the next 3 years.  Zoom Video Communications The...