Excellent morning, investors!! MDB is currently up a paltry 27%…today….yes, this morning!! 😬. No surprise after reading their earnings call last night. It was “euphoric”, which is atypical for an “earnings call”. See above for a link to the call transcript. I admit I am unusually stoked after an incredible earnings season this quarter and will most likely keep TWLO, AYX and MDB as my three largest holdings, currently about 44% of my portfolio. If you have been tracking things as I do, portfolio is up 34% YTD (since Jan 1, and significantly more since the 12/24 market low) in spite of the NTNX trip and fall or ESTC lockup expiration. I do hope these texts have been helpful to you the past six or more months and not onerous or invasive. I want to welcome two new members on this group text message. If anyone wants off the list, please let me know. And love to chat anytime if you have questions, a differing opinion or just want to grab coffee. I welcome any and all data points on these or other stocks.
https://seekingalpha.com/article/4248644
On a day when the overall market is flat, it’s nice to see the market recognition of the of these outperforming companies.
