BRLT

Brilliant Earth Group

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-$7.40 -54.45%
Very hard to have any sort of productive discussion on twitter, I give up, Long $ASAN
I posted a comment similar to this last week here. Twitter sucks absolutely terrible now. I use Commonstock way more lately
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Interesting, Undervalued Stocks: $VEEV, $BRLT, $CNSWF, $MAGT.TO
Interesting, undervalued stocks that we recently wrote bullish articles on:

Veeva Systems $VEEV (life sciences software)
Brilliant Earth Group $BRLT (high-growth, profitable jewelry retailer)
Constellation Software $CNSWF (software company with an excellent history of acquisitions)
Magnet Forensics $MAGT.TO $MAGTF (profitable, Canadian high-growth cybersecurity play)

Check out our most recent substack article below!

Modern Growth Investing Portfolio 12/01/2021
Sharing My portfolio for December 2021(Top 30 Positions - 87.39% of my overall portfolio - Ask Me Anything!)

Business I Own - Percentage
$TTD 8.23
$NOW 5.65
$APP 5.41
$HIMS 4.83
$BRLT 4.58
$AFRM 4.58
$CRM 4.35
$IS 4.22
$ROVR 3.89
$BLND 3.30
$CTSDF 3.00
$ACI 2.77
$MAPS 2.66
$TCNNF 2.56
$VYGVF 2.17
$FROG 2.13
$ZIP 2.12
$DT 2.10
$JAMF 2.09
$ADSK 1.96
$OLO 1.84
$COTY 1.83
$MDB 1.79
$BBLN 1.74
$SMRT 1.53
$SEMR 1.36
$TVAC 1.18
$ENNV 1.18
$FMAC 1.18
$OCA 1.17

Upvote and Repost if you want to share!
How many positions do you have any what is your process for tracking them? Do you pay closer attention to larger weighted names?
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