Quarterly Earnings start this week in spades. Indeed, we have 5 of our companies reporting:
DDOG
FSLY
AYX
LVGO
NET
And If you’ve been following them the past week, in typical fashion they are running up in anticipation of blowing out their earnings. I hope you were able to pick up some shares during the dips…FSLY was at $80 a week ago and is now at $110. LVGO, AYX, NET…same story. The portfolio as a whole is now above 125% YTD. To be clear, I’m not chasing these companies now into earnings. The majority of my position I’ve had for more than 1 year now…but as mentioned last week, I took the opportunity to buy more FSLY, NET and LVGO last week in anticipation of this run up. While Hollywood is canceling all their summer blockbuster premiers, this week I will have no shortage of cliffhangers to watch and listen to as these companies report. Hope some of you will be able to tune in on the calls. It may be one of the best one hour investments of time you can make in your future financial education and retirement.
Stay healthy and thrive! -V
