$FROG (Jfrog Ltd) EARNINGS UPDATE:
The stock is flying, up ~27% in the premarket after a fantastic earnings report.
For those who don't know, $FROG is a 'DevOps' software company. They are critical for helping companies build and release software updates safely.
This is a great result for... Mostrar más Traducir
📈 𝗢𝗰𝘁𝗼𝗯𝗲𝗿 𝗨𝗽𝗱𝗮𝘁𝗲: 𝗦𝘁𝗶𝗰𝗸𝗶𝗻𝗴 𝘁𝗼 𝗢𝘂𝗿 𝗖𝗼𝗻𝘃𝗶𝗰𝘁𝗶𝗼𝗻𝘀
Hi everyone! I’m just back from the eToro Investor Summit in Cyprus. My biggest takeaway was the power of conviction—it was inspiring to meet so many successful investors with different, unique strategies.
The other... Mostrar más Traducir
Welcome to the portfolio,
Hello and a warm welcome to the new members who have joined us recently. I’m excited to have you on board, and I appreciate your trust.
For everyone new, here is a brief look at the principles and strategy that guide this portfolio.
𝗚𝘂𝗶𝗱𝗶𝗻𝗴 𝗣𝗿𝗶𝗻𝗰𝗶𝗽𝗹𝗲𝘀
My... Mostrar más Traducir
𝗦𝗲𝗽𝘁𝗲𝗺𝗯𝗲𝗿 𝗮𝗻𝗱 𝗤𝟯 𝗪𝗿𝗮𝗽-𝗨𝗽: 𝗢𝘂𝗿 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆 𝗗𝗲𝗹𝗶𝘃𝗲𝗿𝗲𝗱
Hi everyone,
I'm pleased to report we had a very successful end to the third quarter. We finished September up +4.5%, bringing our total return for the year to an excellent +21%.
The big story this month was... Mostrar más Traducir
𝘼𝙄 𝙄𝙣𝙫𝙚𝙨𝙩𝙞𝙣𝙜: 𝙎𝙚𝙥𝙖𝙧𝙖𝙩𝙞𝙣𝙜 𝙎𝙞𝙜𝙣𝙖𝙡 𝙛𝙧𝙤𝙢 𝙉𝙤𝙞𝙨𝙚
The AI rally has been one of the strongest market themes in recent years. Nvidia, Microsoft, Meta, Amazon, and Google have all invested billions into AI infrastructure and applications, driving both excitement and valuations... Mostrar más Traducir
𝙔𝙤𝙪 𝙢𝙞𝙜𝙝𝙩 𝙝𝙚𝙖𝙧 𝙩𝙝𝙖𝙩 “𝙩𝙝𝙚 𝙢𝙖𝙧𝙠𝙚𝙩 𝙞𝙨 𝙚𝙭𝙥𝙚𝙣𝙨𝙞𝙫𝙚” — 𝙗𝙪𝙩 𝙬𝙝𝙖𝙩 𝙙𝙤𝙚𝙨 𝙩𝙝𝙖𝙩 𝙧𝙚𝙖𝙡𝙡𝙮 𝙢𝙚𝙖𝙣, 𝙖𝙣𝙙 𝙨𝙝𝙤𝙪𝙡𝙙 𝙬𝙚 𝙬𝙤𝙧𝙧𝙮?
One way to measure this is through the Shiller P/E ratio, also known as CAPE. It compares stock prices to average earnings... Mostrar más Traducir
𝗦𝘁𝗶𝗹𝗹 𝗖𝗹𝗶𝗺𝗯𝗶𝗻𝗴: 𝗪𝗵𝗮𝘁 𝘁𝗵𝗲 𝗠𝗮𝗿𝗸𝗲𝘁 𝗠𝗶𝗴𝗵𝘁 𝗞𝗻𝗼𝘄 𝗧𝗵𝗮𝘁 𝗪𝗲 𝗗𝗼𝗻’𝘁
There’s been no shortage of warnings this year. Rising deficits, political noise, global tension, and a dollar many say is overvalued. Honestly, I didn’t expect the market to stay this resilient. I’ve... Mostrar más Traducir
𝙄𝙣𝙫𝙚𝙨𝙩𝙞𝙣𝙜 𝙄𝙨𝙣’𝙩 𝘼𝙗𝙤𝙪𝙩 𝙔𝙤𝙪𝙧 𝘽𝙚𝙡𝙞𝙚𝙛𝙨
Some expected the US stock market to collapse under Trump’s chaotic policies. It didn’t. In fact, stocks have climbed. Why? Because markets, unlike media narratives or political sentiment, are shaped by collective expectations — not individual... Mostrar más Traducir
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Thu Nov 13 2025 00:17:36 GMT+0000 (Coordinated Universal Time)