James O Sullivan
James O Sullivan @Jamesosullivan1

Performance
All

4.36%2026
2026
16.80%2025
2025
38.91%2024
2024
41.81%2023
2023
-32.94%2022
2022
6.89%2021
2021
64.21%2020
2020
5.65%2019
2019
64.2%0%-64.2%
James O Sullivan
Starting to deploy a little bit of my cash balance on $AMD (Advanced Micro Devices Inc), $NKE (NIKE) and $HOOD. Thinking in the long term here
James O Sullivan
It has been a good couple of months in the market for us. Companies like $SOFI (SoFi Technologies Inc) and $HOOD (Robinhood Markets Inc.) have had explosive moves recently, while companies like Spotify and Tesla have also performed extremely well. I have recently begun to reduce the sizing on some... Show More
James O Sullivan
Last week, $CROX (Crocs Inc) released their quarter 3 earnings report. The stock dropped 20% the day after, largely due to the poor performance of the HeyDude segment of the company. The company acquired HeyDude in 2021 and since then, results have been disappointing, with management lowering full year... Show More
undefined logo
CROX
Crocs Inc
82.84
-0.53 (-0.63%)
James O Sullivan
$TSLA (Tesla Motors, Inc.) kicked off earnings season for our portfolio, posting a small miss on revenue, but a beat on earnings and margins. Stock is up approximately 10% in pre-market. I expect an interesting couple of weeks given the combination of earnings season and the fluctuation in the price... Show More
undefined logo
TSLA
Tesla Motors, Inc.
440.33
1.77 (0.40%)
James O Sullivan
$SHOP (Shopify Inc.) up today on a strong beat and guide. Buy good companies with a long-term horizon and market drops will always look like opportunities
undefined logo
SHOP
Shopify Inc.
158.37
0.38 (0.24%)
James O Sullivan
Took the selloff on Monday as an opportunity to increase my holdings in stocks like $HOOD (Robinhood Markets Inc.) and $SHOP (Shopify Inc.) and to initiate a position in $AMZN (Amazon.com Inc) which I think represents good value at the moment, particularly considering the strong free cash flows they... Show More
James O Sullivan
It's been quite a strong first half of the year. In particular, companies like $CROX (Crocs Inc) and $PLTR (Palantir Technologies Inc.) have been exceeding expectations and driving gains in the portfolio, while companies like $PYPL (PayPal Holdings) have continued to lag. However, I still believe... Show More
James O Sullivan
It's been a good start to 2024 so far. Crypto has been doing well as a whole, which has benefited our miners, especially $CLSK (Cleanspark Inc). Our biggest position, $CROX (Crocs Inc) has had a really good start to the year. I think if the company can begin the solve their issues with HeyDude, we... Show More
James O Sullivan
August has seen a bit of a decline for many of the stocks in our portfolio, but nothing to be too concerned about in my opinion. $CLSK (Cleanspark Inc) Smashed on earnings and is extremely undervalued relative to its peers in my opinion. Management has executed very well since they moved into the Bitcoin... Show More
James O Sullivan
$GPRO (GoPro Inc) are pivoting. Gopro's stock recently hit new lows as investors reacted poorly to the Q2 earnings report. The company has been executing a turnaround well in my opinion, but has been forced to change their strategy, primarily due to inflation costs and reducing consumer demand over... Show More
undefined logo
GPRO
GoPro Inc
1.37
0.01 (0.72%)

About James O Sullivan

Long term investments in companies with long-term growth potential.
Show Full Bio
4 Copiers
80 Followers