This section covers my threads on stocks. I write Twitter threads every quarter for companies I've invested in, summarizing their business performance for that quarter and my general commentary. This allows me as an investor to critically examine my investment thesis against current performances. I also maintain a growth investing list that comprises of great accounts on FinTwit putting out valuable content.
Do reach out to me on Twitter (most active there)
Companies mentioned: TWLO, TDOC, ROKU, MP, DDOG, NET, U, LMND (closed), NVTA (closed), DNA (closed), SE, NVDA, CRWD, OKTA, SNOW
Companies mentioned: NVTA, TDOC, ROKU, TWLO, MP, FSLY (closed), LMND, NET, DDOG, U, SE, NVDA, CRWD, OKTA
Companies mentioned: TWLO, MP, ROKU, DDOG, OKTA, TDOC, U, LMND, FSLY, NET, NVDA, SE, CRWD