EARNINGS DATES
AYX 8/6 est 15.8%
CRWD 9/3 est 76.0%
DDOG 8/3 est 63.4%
OKTA 8/26 est 33.1%
ZM 9/3 est 242.9%
LVGO 8/6 conf 112.6%
FSLY 8/5 conf 55.9%
NET 8/6 conf 40.2%
Victor:
All of the stocks of the companies in our portfolio have been surging the last three or four days in anticipation of next weeks earnings calls. Indeed, yesterday and today they’re up about 10%! The above are just revenue growth estimates for what the company has guided. These companies typically BEAT their estimates 100% of the time. That said, I would not encourage anyone to try “day trade” these stocks…buy today just to sell in a few days when they announce. It’s very hard to time these things and there is a lot going on in the macro environment. Many companies run up prior in anticipation of great growth and earnings announcements and then they selloff on the news, even when they do well. Choose the companies you really want to invest in long term and buy shares long-term. As you know, most of my positions I have had for almost 2 years now. I am looking forward to an incredible earnings season and for most of our companies results that have accelerated incredibly due to COVID-19 and the acceleration of the digital transformation. I hope you will pick a few companies and listen to the earnings calls!
