bvs (@bvsonlive) profile picture

bvs

@bvsonlive
Joined January 2010
  • Tweets215
  • Following119
  • Followers21
1/ Get a cup of coffee. In this thread, I'll help you understand the connections between "earnings growth" and "return on capital". This will help you analyze businesses better, and thus become a better investor.
Image from 10-K Diver (@10kdiver)
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Multi-baggers in my portfolio $ETSY 485% $TSLA 478% $ZS 357% $SE 356% $PAYC 355% $SQ 338% $TTD 307% $PINS 303% $SHOP 302% $APPN 293% $TWLO 283% $FUTU 282% $QS 278% $CRWD 280% $BNGO 272% $NOW 240% $FSLY 216% $MELI 204% $NIO 198% $TXG 190% $FIVN 183% $EXAS 174% $PTON 168%
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1) Portfolio summary Feb-end - AACQ ACIC ACTC ADYEY AFTPY CRWD CURI DKNG DOCU GHVI IPOE MELI LOTZ OPEN OZON PINS PLTR PSAC ROKU RTP SE SFTW SHOP SKLZ SNOW STNE TWLO VRM Return since 1 Sep'16 - A/c +644.58% $ACWI +59.83% $SPX +75.56% Cont...
Image from Puru Saxena (@saxena_puru)
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Over the next 5 years, what industry do you think will outperform most? EVs $TSLA $NIO $WKHS $CCIV Cashless Pymt $V $MA $SQ $PYPL Cloud Computing $FSLY $DDOG $CRM Telehealth/Telemedicine $TDOC $AMWL $GDRX $DMTK Gambling $PENN $DKNG $SKLZ Cybersecurity $CRWD $OKTA $NET $ZS
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This week in enterprise software: Top 10 #SaaS #Cloud multiples as of today's market close. Some big multiples! Earnings season picks up in full swing next week
Image from Jamin Ball (@jaminball)
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.@chitchatmoney @CCM_Ryan @CCM_Brett did a phenomenal series on '25 Stocks of Christmas' at the end of 2020. I decided to track all the stocks just for the fun of it. After almost a month, I'm guilty of bringing down the alpha by a big margin 馃槄 馃憞 bit.do/25-stocks-christmas
Image from Dhaval Kotecha (@dhaval_kotecha)
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5 Top Picks Right Now by SCALE 89: * Asana $ASAN * Cloudflare $NET * Farfetch $FTCH * Zoom $ZM * Zscaler $ZS What are yours??
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I love to invest in founder-led businesses Founders focus on the long-term, not the short-term A few favs: $AAXN $AMZN $FVRR $NFLX $PAYC $PINS $SHOP $SQ $TEAM
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Updated portfolio - $ADYEY $AFTPY $ACTC* $BAINF (4477 Tokyo) $BIB $CRWD $CURI* $DOCU $DKNG $FUBO $IPOE* $MELI $OPEN* $OZON $PLTR $PINS $ROKU $SE $SHOP $SKLZ $SQ $STNE $TWLO $VRM * = new position (will post info on each co. tomorrow)
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Took the afternoon to understand the prescription drug market a little better. Here are some ramblings on the value chain... [THREAD] 猬囷笍
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I knew retail investors had become an important part of the market but to see this quantified was impactful. Retail comprises as much as 50% of flows in some names. Lesson: liquidity and valuation can be impacted when a stock becomes heavily retail driven
Image from Rafael Costa (@rafael_t_costa)
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"The Millennial Consumer Index" - My picks for a DJIA style 30 stock Index with Co.'s that best serve that demographic. Fellow Millennials, What would be some of your picks?馃榾 @richard_chu97 @saxena_puru @FromValue @TMFJMo @dhaval_kotecha @adventuresinfi @reshoftc @BrianFeroldi
Image from Ram Bhupatiraju (@RamBhupatiraju)
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The "gig" economy investment ideas: $ABNB $AMZN $BABA $BZUN $ETSY $EBAY $FB $FVRR $JD $LYFT $MELI $OZON $PINS $PYPL $SHOP $UBER $UPWK Others?
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When these people strongly buy a stock, I 馃憖: @danielsparks @7Innovator @TMFMathGuy @bleekertech @TMFJMo @rorycarron @juliey4 @BrianFeroldi @dannyvena @KermitCapital @TMFStoffel @Market Inviting each to share one "obvious" stock they own and one deeper-tracks one.
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