Wishing you all a heartfelt Happy Thanksgiving! I am very grateful for so many blessings and hope you all are healthy, safe and able to find the many blessings in your lives also. All my best wishes. Cheers! -Victor
User comment: Thank you, Victor. Hope you and tour beautiful family are having a wonderful Thanksgiving together! 🦃
Get ready for a huge earnings week next week…
ZM – MondayCRM – TuesdayCRWD – Wednesday DOCU – Thursday
Last quarter DOCU surged on ZMs release, but dipped on results despite amazing results. We will see if that happens again.
User comment: I bought a boatload more CRWD as you said it’s your highest conviction stock – what’s your number 2?
Victor: See yellow worksheet I sent above. I try to keep my percentage allocations in the portfolio in the order of my conviction. Net is finally getting its due…up 50% in the last 3 weeks. I have held that one since the low 20’s in March, so coming up on 4x (and up another 6% today!) it is nice to see the universe is aligned with the incredible progress they’ve made on rounding out their platform offerings, increasing their TAM, and accelerating to a new level of growth. This company will do well for quite some time, even when the stock market sometimes takes its good ‘ole time to recognize it. Long! 😉
