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
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
$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
$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... Show More
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
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
$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
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Fri Jan 16 2026 07:02:18 GMT+0000 (Coordinated Universal Time)