Today is another really good day and my positions are up over 2% for the day. AYX pre-announced yesterday very good customer growth and retention for the quarter, And estimated 54% growth compared to the 35% estimates….they are up nicely the past few days on the news And I took the opportunity to sell a very small piece of my position only because it started to exceed 17% of my portfolio… A good problem to have when one of your positions is going up so much!. TWLO earnings are on February 12 And I expect they will surprise upwards also. Earnings season is here and over the next three weeks most of the companies will report. I encourage you to go into the investor relations tab of each company and subscribe to get an email when the release happens so you can at least start to follow the quarterly earnings calls. Happy investing! Hope you guys are both doing great.
Investing in the Digital Revolution
