Portfolios

This post is full of portfolios. Check it out.

Check out below which ones are top performers of the SP500.

If you want to share any tweets with me please send me email or dm on twitter.

Thanks for reading.

"Luck is always the last refuge of laziness and incompetence." James Cash Penney

"The five separate fingers are five independent units. Close them and the fist multiplies strength. This is organization." James Cash Penney

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Portfolio

Portfolio summary - Dec-end$AMZN $AYX $BABA $DOCU $ESTC $FB $GOOGL $GSX $LK $LVGO $MELI $PIAHY $PINS $PYPL $ROKU $SE $SPCE $SQ $STNE $TAL $TCEHY $TWLO $WORK $ZS

No hedges in place.

YTD performance -

Portfolio +13.45% , $ACWI +26.58% , $SPX +28.88%

contd... pic.twitter.com/UmHOiKRWYi

— Puru Saxena (@saxena_puru) January 1, 2020

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Portfolio

Happy New Year! End of year top holdings and final YTD results:

SWKS 8.7% of portfolio
AMZN 8.2%
MA 7.5%
GOOGL 7.0%
FB 6.7%
PYPL 6.2%
DIS 5.6%
MSFT 5.5%
GPN 3.4%
SQ 3.3%
HD 3.2%
SHOP 3.0%
PAYC 3.0%
VZ 2.4%
HAS 2.3%
JPM 2.2%
EA 2.2%
BABA 2.2%
GLW 2.1%
ADBE 2.0%
MELI 1.7%
MDB 1.6% https://t.co/GYMwp371w8

— Matthew Cochrane (@FoolMCochrane) January 1, 2020

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Portfolio

My end of year top holdings:$MA 8%$GOOG 7%$MELI 7%$AMZN 6%$NFLX 6%$BKNG 6%$ISRG 5%$FB 5%$SBUX 5%$V 4%$PAYC 4%$DOCU 3%$ADBE 3%$SQ 2%$ADSK 2%$TSLA 2%

— Brian Feroldi (@BrianFeroldi) January 2, 2020

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Portfolio

Here's how the new year begins for my portfolio (by % of invested assets, rounded any may not add to 100%): $SSRM 61.5%$AG 15.9%$TEVA 11%$BAC 3.9%$ICPT 3.2%$EXEL 1.5%$NE 1%$CVS 1%$T 0.3%$LOVE 0.3%$FLR 0.2%$KSHB 0.1%$CTST < 0.1%

— Sean Williams (@TMFUltraLong) January 1, 2020

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Top Picks for 2020 5 Longs and 5 Short

My Top Picks for 2020: 5 Longs and 5 Shorts:
Longs: $AYX, $ESTC, $SDI, $SEAC, $EVI
Shorts: $CVNA, $BYND, $CDZI, $TRUP, $PCG pic.twitter.com/jIcke53RTR

— Long Short Value (@LSValue) January 2, 2020

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Portfolio

Here’s my portfolio heading into the new year:

AMT 15.5%
AMZN 13.2%
COUP 11.0%
AYX 9.9%
MA 9.0%
SHOP 7.9%
TDG 7.5%
HEI/A 7.4%
SBAC 7.3%
SMAR 4.3%
TTD 2.9%
ZS 2.3%
CRWD 1.8%

Ended 2019 up 50%, with a more concentrated portfolio.

— Locked-Up Capital (@lockedupcap) January 2, 2020

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Portfolio

Just sent-out my december portfolio update. Here are my holdings as of today:

Cash (13.62%)*$SQ (13.24%)$AAXN (10.77%)$SPOT (10.55%)$YEXT (10.17%)$JD (9.32%)$DIS (6.8%)$ATVI (6.29%)$MDB (6.19%)$EA (5.06%)$TDOC (4.92%)$TTD (3.05%)https://t.co/7ncqdzOZRw

— Brett Schafer (@CCM_Brett) January 2, 2020

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Portfolio

End of year top holdings in the Freedom Portfolio:$SHOP 13% $AMZN 10%$MELI 10%$DIS 6%$NFLX 5%$NVCR 5%$TSLA 5%$SQ 4%$JD 4%$RDFN 4%$TDOC 4%$BABA 4%$IQ 4%$TTD 3%$CRSP 3%$BZUN 3%

— Paul Essen (@paul_essen) January 2, 2020

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Portfolio

Portfolio going into 2020:

$M12$KWS $Kambi$HUYA$MTG-B $YY$PAR$YNDX

+ a few small caps

— Alex Haak (@Badpak) January 2, 2020

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Portfolio

Portfolio: Jan 2020
Payments$SQ, $MA, $PYPL, $PAGS

SaaS$ESTC, $BL, $DDOG, $WORK

Healthcare$NVTA, $ILMN, $WELL, $GH

Platforms$TTD, $BZUN

Capital allocators$CSU.TO

E-commerce$SE

Consulting$NVEE

Cash
💰

No additions last month. Building up the cash reserve

— THE RENEGADE 🇿🇼+🇿🇦 +🇦🇺 (@trevmuchedzi) January 2, 2020

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Portfolio

Stocks to Watch 2020$STNE - $39.89$OKTA - $115.37$ROKU - $133.90$ZM - $68.04$LVGO - $25.06$WORK - $22.48$SQ - $62.56$CGC - $21.09$CRWD - $49.87$TCEHY - $48.01$PYPL - $108.17$MDB - $131.61$SNAP - $16.33$SHOP - $397.58$SE - $40.22https://t.co/EHMGzUl5GU

— Chris Perruna (@cperruna) January 2, 2020

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Portfolio

My portfolio as of 1/02/2020:$LVGO $AYX $CRWD $ESTC $ZS $MDB $DDOG $ROKU $ZM $FSLY $PSNL $GBTC $TTD

Changes:
Added: LVGO, CRWD, LINK
Reduced: TTD, MDB
Sold Out: PLAN pic.twitter.com/F09NXsdT8f

— Richard Chu (@richard_chu97) January 3, 2020

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Top 10 best performers of 2019 in the SP500

Top 10 best performers of 2019 in the #SP500:

1. AMD $AMD: 148%
2. LAM RESEARCH $LRCX: 115%
3. KLA CORP $KLAC: 99%
4. TARGET $TGT: 94%
5. CHIPOTLE $CMG: 94%
6. QORVO $QRVO: 91%
7. COPART $CPRT: 90%
8. XEROX $XRX: 87%
9. APPLIED MAT. $AMAT: 86%
10. APPLE $AAPL: 86%$SPX $SPY

— 11Graphs (@11Graphs) January 2, 2020

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Portfolio

Portfolio heading into 2020

GAN - 46%
MIPS - 6%
Games Workshop - 6%
On The Beach - 6%
Microsoft - 6%
Tencent - 6%
Facebook - 6%
Best of the Best - 5%
Soitec - 4%
PagSeguro - 4%
Mastercard - 3%
Alteryx - 1%
Elastic - 1%
Smartsheet - 1%

Got a lot riding on you GAN!

— Sahara (@saharainvesting) January 1, 2020

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Portfolio

My 25/4% Portfolio heading into 2020:$APT$CYAN$DAIO$IVFH$NWL$PCTI$RAIL$TRIB

17 names still TBD. 4% is initial position. Rebalancing philosophy "in-work".

PS: I hold additional "legacy" positions that are not part of the 25/4% strategy, two of which are very large.

— JLB (@VanderbiltStCap) December 31, 2019 

Selected Tweets

It's time for some tweets.

If you want to share any tweets with me please send me email or dm on twitter.

Thanks for reading.

"The reason that 'guru' is such a popular word is because 'charlatan' is so hard to spell." William J. Bernstein

"It's human nature to find patterns where there are none and to find skill where luck is a more likely explanation (particularly if you're the lucky manager)." William J. Bernstein

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$NFLX Netflix Thread

Two fun facts to start this one:

1) Netflix is planning to spend $15 billion on content in 2019.

2) The company added 4x the number of international subscribers than in the US.

2018
International additions: 22.94 million
US addition: 5.68 million https://t.co/b2PNGrnZ0W

— Ryan Reeves (@investing_city) October 12, 2019

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Thread on $BRK.B Berkshire Hathaway

Because I view this investment a bit like a marriage. There are flaws but over the long run I think the benefits outweigh the costs. V, MA, and COST misses annoy me a lot. MSFT and GOOG less so.

The OXY debt was a good deal. He claimed he was negotiating with a big fish in Dec.

— Bill Brewster (@BillBrewsterSCG) October 12, 2019

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I liked this videos from Shopify CEO Tobi Lutke $SHOP

I sometimes do company internal ask-me-anything on Fridays. Let’s do it on Twitter today! Happy to talk about tech, ecommerce, company building, programming, hats. Send questions via hashtag #asktobi

— Tobi Lutke 🌳🌲 (@tobi) October 11, 2019

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$LII Lennox International Thread

1/n $lii is a bet on global warming. Hotter summers = higher sales numbers. pic.twitter.com/WqILjDBHUq

— Pythia Cap(ital) (@PythiaR) October 9, 2019

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$PD PagerDuty Competitive Position Thread

PagerDuty $PD Day 2: Marketing & Competitive Analysis (1.5 hrs)

As a second step, I want to learn about how the company is competitively positioned in the market.

Let's look at how it's priced, how it's reviewed by customers, and how large its addressable market could be.

1/10 https://t.co/yzH7TqK1iO

— Simon Erickson (@TMFInnovator) October 10, 2019

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$ADYEY Adyen Long Thesis on VIC

Ayden VIC Long Thesishttps://t.co/u44uC93wMf

— Jerry Capital (@JerryCap) October 10, 2019

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$PYPL PayPal Thread

$PYPL is quietly cutting product development costs pic.twitter.com/8NSUlreVrd

— CT Capital (@CrowdedTradeCap) October 10, 2019

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$CHYHY Chr. Hansen Holding Thread

$CHR DC F4Q results: "3% organic growth in Cultures & Enzymes (70% of group EBIT) compares with consensus of 5%, and is the weakest result in the company's reporting history since IPO" https://t.co/dkBjn5pBGK pic.twitter.com/zT7DS9aEqw

— WTCM (@WTCM3) October 10, 2019

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Books by topic. Great list.

I often ask for book/paper recommendations. In the hopes of getting a conversation started & finding new books, I’ll share some of my investing related favorites by topic (that I haven’t seen recommended much)...

— eric boroian (@eboroian) October 11, 2019

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First Footage of NYSE (1938)

• First Footage of NYSE •

New York Stock Exchange

(1938)

Remarkable.

Think of every investor, broker, and transaction that has passed through this lasting monument to finance. This building has seen it all.

So many stories.

Videos like this provide perspective. pic.twitter.com/vocT4rExgS

— Jamie Catherwood (@jfc_3_) October 10, 2019

Selected Tweets

It's time for some tweets.

If you want to share any tweets with me please send me email or dm on twitter.

Thanks for reading.

"The successful investor is usually an individual who is inherently interested in business problems." Philip Arthur Fisher

"Real investors should never feel bearish because the time to buy value is when markets go down!" Irving Kahn

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Matthew Cochrane Portfolio - Added to $BABA, $GH, $PAYC, $MELI, GPN

End of Nov top holdings:
AMZN 8.2% of portfolio
MA 7.5%
SWKS 7.3%
GOOGL 7.0%
FB 6.8%
PYPL 6.4%
DIS 6.0%
MSFT 5.4%
SQ 3.7%
GPN 3.5%
HD 3.3%
PAYC 3.2%
SHOP 2.6%
VZ 2.5%
HAS 2.3%
JPM 2.2%
EA 2.2%
GLW 2.2%
BABA 2.1%
ADBE 1.9%
MDB 1.8%
MELI 1.8%
AAXN 1.5%
KMI 1.4%
MCO 1.4% https://t.co/Ei0TPwt85t

— Matthew Cochrane (@FoolMCochrane) November 30, 2019

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$SMAR Thread

"And then if you look at our Fortune 100 customers, and we have over 90% of the Fortune 100, their dollar-based net retention rate was 159%." $SMAR pic.twitter.com/pduavSUxE1

— Uncovering Value (@stockthoughts81) October 4, 2019

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Funny - WeWork Parody

THREAD: The rise and fall of WeWork. Told through a series of GIFs from The Office.

Starring Michael Scott as Adam Neumann.

— Ramp Capital (@RampCapitalLLC) October 4, 2019

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What made different working at Stripe Thread

I recently left Stripe after 4.5 formative and magical years. Some reflections on what made working at Stripe feel different than working other places:
1/Turpentine
2/Writing
3/Meticulousness
4/Principled decision-making
5/Ambition
6/Talking up
7/The API metaphor

— Brie Wolfson (@zebriez) October 4, 2019

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Tech stocks to follow

Tech stocks I follow ranked by sales grow % over past 5 years:$SHOP - 85%$TDOC - 84%$TWLO - 67%$ZEN - 53%$NEWR - 50%$GRUB - 49%$APPF - 48%$BL - 48%$FB - 48%$ZG - 46%$HUBS - 46%$TEAM - 41%$PAYC - 39%$CYBR - 49%$PANW - 37%

— Brian Feroldi (@BrianFeroldi) November 30, 2019

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Brian Stoffel Portfolio

My December #SkinInTheGame update.

Pic below shows size-weighted returns ~tripling market

Top 10

1) $AMZN (17% of port)
2) $GOOGL 10%
3) $SHOP 10%
4) $AAXN 8%
5) $MELI 8%
6) Cash 8%
7) $VEEV 6%
8) $MDB 5%
9) $FB 4%
10) $ISRG 4% pic.twitter.com/17u7OlT2FQ

— Brian Stoffel (@TMFStoffel) December 2, 2019

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Great Thread on Quality & Contrarianism

Spend more time on differences in operating model (or business model) and nuanced patterns associated with high returns (example small % of customer costs but mission critical) vs general 'moats', ie spend more time on the actual operating intricacies

— eric boroian (@eboroian) October 4, 2019

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$INTU Thread

Intuit $INTU 2019 Investor Day slides https://t.co/JXvAWt7NRN pic.twitter.com/xQ3yhCYnte

— WTCM (@WTCM3) October 3, 2019

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$COST Busienss Model Thread

1/ This is the key. The company keeps gross margins as low as possible.

We'll cover the second part of the highlighted section a little bit later. pic.twitter.com/wK1FisVeyT

— Ryan Reeves (@investing_city) October 4, 2019

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$MA and $V Thread

Serious question: why does everyone think that $MA & $V moats are so impenetrable. I fully understand why they have been good businesses in the past, but I'm not sure why that should remain the case in the future. Here are some of my concerns:

— Brian McCann (@Bootstrap68) August 9, 2019

Selected Tweets

It's time for some tweets.

If you want to share any tweets with me please send me email or dm on twitter.

Thanks for reading.

"Any fool can criticize, condemn, and complain -- and most fools do." Dale Carnegie

"One of the most tragic things I know about human nature is that all of us tend to put off living. We are all dreaming of some magical rose garden over the horizon instead of enjoying the roses that are blooming outside our windows today." Dale Carnegie

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e-commerce Google interest $SHOP, $WIX, $ADBE

Shopify is the only major ecommerce platform that has consistently grown its Google interest worldwide over the past five years. $SHOP $WIX $ADBE pic.twitter.com/tQgj1QQHBX

— Travis Wiedower (@TravisWiedower) September 17, 2019

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$SFIX Thread

I guess most are kind of familiar with the company. for those who aren't, here is an excellent thread on the company from @svafierhttps://t.co/1Gi8CKAyqr

— Emilgold (@emilio_gold) September 25, 2019

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$PTON Thread

One more $PTON: interesting a company that's been around for ~7 years is projecting CLTV of ~7.5 years

Totally possible that's right! But seems kind of aggressive as most of their subs are new; will be interesting how churn looks in ~3 years as bike depreciates / sub base ages pic.twitter.com/Pb91sbKHzv

— Andrew Walker (@AndrewRangeley) September 25, 2019

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$NTDOY Thread

I've got mad respect for sell side analysts that are also active on Twitter. @agoyal000 is a great analyst at Jefferies and covers Nintendo. I'll highlight some of his research. $NTDOY

— Hardcore Value (@HardcoreValue) September 25, 2019

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$SDC Thread

Thread on SmileDirectClub $SDC. This guy is biased, although this does not necessarily mean he is wrong https://t.co/yAPlholj4W

— CT Capital (@CrowdedTradeCap) September 20, 2019

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Visualization of exchange consolidation $CME, $NDAQ, $ICE, $LNSTY, $EUXTF

great visualization of exchange consolidation over time (cc: $CME, $NDAQ, $ICE, $LSE LN, $ENX FP, $388 HK, $DB1 GY) https://t.co/7OjdotOt0p pic.twitter.com/h9e0zuu3VN

— WTCM (@WTCM3) September 22, 2019

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Skills > Knowledge … thread

Skills > Knowledge … threadhttps://t.co/B4cgropBR0

— Plan Maestro (@PlanMaestro) September 22, 2019

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How a credit card works

Confession: I'm a nerd. Spent the whole morning learning about how a credit card works. Surprisingly, it's incredibly complicated. Here's what I've learned.

— Ryan Reeves (@investing_city) November 3, 2018

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$NFLX and $SPOT Thread

If I ran $NFLX, I'd partner up with $SPOT.
Make a discounted bundle for both.
Would help them deter off Amazon & Apple. Doesn't attack respective turfs.

Soft-Merging subscriber bases will increase stickiness of both and reaccelerate sub growth. Long-term win.

cc: @reedhastings

— sebidscap (@sebidscap) September 21, 2019

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Chartstravaganza

Here’s Chartstravaganza … it won’t be good pic.twitter.com/C7ddwhqZpz

— Plan Maestro (@PlanMaestro) September 22, 2019

Selected Tweets

It's time for some tweets.

If you want to share any tweets with me please send me email or dm on twitter. 

Thanks for reading.

"Invest in yourself. Your career is the engine of your wealth." Paul Clitheroe

"Behind every stock is a company. Find out what it’s doing." Peter Lynch

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$XYL Thread

"Given the high level of investment need, we are starting to see an increased demand for water infrastructure financing" (cc: $XYL) pic.twitter.com/ZagxYfJZV7

— WTCM (@WTCM3) September 20, 2019

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$EVOL Thread

Why small position? Because I sadly don't have boots on the ground. I feel like I can't afford to visit a company etc. Thus, I usually only hit hard where I think you can't have an advantage over me. $EVOL, I found it, - but I can't hit it hard with conviction...

— sebidscap (@sebidscap) September 20, 2019

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$ROKU Thread

Quick [THREAD] on Roku

1/ Roku is steadily increasing its share of new Smart TV shipments in the US. Look at that blue bar grow! pic.twitter.com/dJkqwFhoJs

— Ryan Reeves (@investing_city) September 20, 2019

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Brian Stoffel Portfolio

Early Nov. #SkinInTheGame Update for my @themotleyfool writing.

Weighted returns for all individual investments below (about triple the market)

My top 10:

1) $AMZN 17%
2) $GOOG/L 9%
3) $SHOP 9%
4) Cash 8%
5) $MELI 7%
6) $VEEV 6%
7) $AAXN 6%
8) $MDB 5%
9) $FB 4%
10) $ISRG 4% pic.twitter.com/20CPYykezd

— Brian Stoffel (@TMFStoffel) October 30, 2019

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Matthew Cochrane Portfolio

End of Oct top holdings:
AMZN 8.7% of portfolio
MA 7.6%
GOOGL 7.2%
SWKS 7.2%
FB 6.9%
PYPL 6.5%
DIS 5.5%
MSFT 5.5%
HD 3.8%
SQ 3.5%
GPN 2.8%
VZ 2.6%
SHOP 2.6%
PAYC 2.4%
GLW 2.3%
HAS 2.3%
JPM 2.2%
EA 2.2%
ADBE 1.8%
BABA 1.7%
ILMN 1.7%
MDB 1.7% https://t.co/z4zYE82q5O

— Matthew Cochrane (@FoolMCochrane) November 1, 2019

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Austin Lieberman Portfolio

1/Oct Summary
30D 2.62% vs SPX 2.46%
1Y 36.30% vs SPX 19.96%
Nov'14 162.54% vs SPX 65.45%

after 39% drawdown 😳

Portfolio$AYX 21%$TTD 19%$MDB 15%$DDOG 8%$ESTC 7%$ROKU 7%$ZS 7%$PLAN 6%$OKTA 5%$PD 2.8%$SPCE 2.5%$ZM 1.4%$EXAS .45%$NBIX .26%

lots of lessons learned pic.twitter.com/WaYRN1eBdD

— Austin Lieberman (@AustinLieb) November 1, 2019

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Puru Saxena Portfolio

1) Portfolio summary - Oct-end$AMZN $BABA $BZUN $DOCU $EDU $ESTC $FB $GOOGL $HDB $HUYA $MELI $PINS $PYPL $ROKU $SE $SPCE $SQ $STNE $TAL $TCEHY $TWLO $WORK $ZS #NQ_F

No hedges in place.

YTD performance -

Portfolio +4%$ACWI +20%$SPX +21%

contd... pic.twitter.com/DISnZsPGXC

— Puru Saxena (@saxena_puru) November 1, 2019

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Dhaval Kotecha Portfolio

My top 10 holdings make up 56% of my portfolio as of October 2019$AMZN - 12%$NVDA - 10%$TTD - 6%$AAPL - 6%$MA - 4%$V - 4%$GOOG - 4%$TWLO - 3%$SHOP - 3%$SQ - 3%
(%'s round down to whole number)

What's your top 10? How much % does it occupy in your portfolio? https://t.co/cDuwOvGfNP

— Dhaval Kotecha (@dhaval_kotecha) November 1, 2019

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Long Short Value Portfolio

Update: YTD 34.8%

ROKU 10.5%
IAC 9.5%
SBAC 8.6%
PYPL 8.2%
INSG 8.2%
SDI 7.7%
AYX 7.5%
PAR 6.7%
WIX 6.5%
TTD 5.6%
-/-/-/-/-/-/- Smaller Positions
BYND + Puts -2%
CVNA -2.1%
CDZI -2.5%
AAON -2.8%
TSLA + Puts -4.9% https://t.co/qjxp8eAKGf

— Long Short Value (@LSValue) November 2, 2019

Selected Tweets

It's time for some tweets. There are some interesting portfolios below. Check it out.

If you want to share any tweets with me please send me email or dm on twitter. 

Thanks for reading.

"The best thing a human being can do is to help another human being know more." Charlie Munger

"Develop into a lifelong self-learner through voracious reading; cultivate curiosity and strive to become a little wiser every day." Charlie Munger

                                                                                                                          
Matthew Cochrane End of August portfolio, thread and discussion.

End of Aug top holdings: AMZN (8.7% of portfolio), MA (7.8%), PYPL (6.9%), GOOGL (6.8%), FB (6.6%), SWKS (5.9%), DIS (5.8%), MSFT (5.2%), HD (3.6%), SQ (3.3%), SHOP (3.1%), PAYC (2.9%), GPN (2.7%), HAS (2.6%), VZ (2.5%), GLW (2.2%), EA (2.2%), MDB (2.0%), JPM (1.9%), ADBE (1.9%) https://t.co/vrJ5eF6l7x

— Matthew Cochrane (@FoolMCochrane) August 30, 2019

                                                                                                                          
Puru Saxena End of August portfolio

1) Portfolio summary - Aug-end$AMZN $BABA $BZUN $DOCU $EDU $ESTC $FB $GOOGL $HDB $HUYA $LYFT $MELI $PINS $PYPL $SE $SQ $STNE $TAL $TCEHY $TWLO $WCAGY

YTD performance -

Portfolio +6.8%$ACWI +12.4%$COMPQ +20.1%$SPX +16.7%

Contd... pic.twitter.com/gouktU6qyW

— Puru Saxena (@saxena_puru) August 30, 2019

                                                                                                                          
Brian Stoffel End of August portfolio

Sept #SkinInTheGame update for @themotleyfool:

Overall CAGR since 2010 (not perfect) below.

Top 10

1) $AMZN (16% of port)
2) $SHOP (10%)
3) $GOOG/ $GOOGL (8%)
4) $MELI (8%)
5) Cash (7%)
6) $AAXN (6%)
7) $VEEV (6%)
8) $PAYC (5%)
9) $MDB (4%)
10) $FB (4%) pic.twitter.com/qlU3NesbGN

— Brian Stoffel (@TMFStoffel) September 2, 2019

                                                                                                                          
$SFIX Stitch Fix Thread

So promise of $SFIX seems to be delivering all the convenience of online shopping coupled with a personalized shopping experience. 3-yr annualized revenue growth rate of 26%, ~$2B market cap, about $144M in cash, no debt.

— Matthew Cochrane (@FoolMCochrane) August 30, 2019

                                                                                                                          
Chartstravaganza

Here’s Chartstravaganza! … charts about finance, business, and much more

(@lmanul) pic.twitter.com/i4KHpQKJxc

— Plan Maestro (@PlanMaestro) September 1, 2019

                                                                                                                          
Read the comments below. Very interesting companies

Please list your top 5 companies under 50 billion that you think will be in next very big league in 5-10 years. I have listed my top 5 below @FoolMCochrane @TMFStoffel @dannyvena @AustinLieb @ebcapital @TMFInnovator @Market @TMFMathGuy @TMFJMo @TMFSymington 1/1

— Samir Maredia (@samirsmaredia78) September 3, 2019

                                                                                                                          
Good thread on diabetes market

Did a dive into the Diabetes market

[THREAD]

— Ryan Reeves (@investing_city) September 2, 2019

                                                                                                                          
How John Malone invented the SaaS business model extensive tweetstorm. Worth the read.

My Tweetstorm on how Malone invented the SaaS business model will appear in serial format over the weekend. It is intended to be an antidote against people who don't understand when the model works and when it doesn't. The antidote works against both promoters and detractors.

— Tren Griffin (@trengriffin) August 30, 2019

                                                                                                                          
Thread of useful websites that investors will love to use

Thread of useful websites that investors will love to use:

1. AppAnnie / Apptonia - to track app downloads to triangulate sales

2. https://t.co/h7MylPF6T6 - to find emails of management

3. https://t.co/J56wDJMPim - track 13F

4. https://t.co/Avot1myQCp - download transcripts

— Slingshot Capital (@SlingshotCap) September 2, 2019

                                                                                                                          
The secret of higher education: colleges are actually HIGHLY effective at their true purpose(s)

1/n The secret of higher education: colleges are actually HIGHLY effective at their true purpose(s)

This is why I am skeptical that alternatives to college are *solely* what will fix our higher ed system (although they certainly help!)

THREAD:

— Harrington (@iAmLikelyWrong) September 1, 2019