Upcoming Earnings Calendar (Feb 7th - 11th)
Hey guys!

A key week is ahead of us! Here's what I'm interested in:

  • $APPS - One of my largest holdings. I'd like an update on the progress of single-tap and the tests they were running with Meta $FB. I'm also interested in seeing how their device footprint is expanding after their latest deals.
  • $DIS - They've invested heavily on Marvel and Star Wars series for Disney+, so let's see if this translates to lower churn and higher growth.
  • $NET - Really interesting stock but the valuation seems too high. Let's see if there's a good opportunity to enter post-earnings.

Good luck!

If you'd like an easier way to track earnings dates, you can automatically sync your portfolio's earning dates to your personal calendar with just a couple of clicks here.





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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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Mega week for earnings! (Nov 8-12)
Here are featured earnings we are paying attention to @ Fincredible.

The ones I'm paying close attention are:

$PYPL - Want to learn more about their plans for 'super app', integration of BNPL and if any color on rumored $PINS acqn, which is now dead (or never was there). I own some $PYPL

$PLTR - I think I'm the only non-bull on this company. I'm unsure of their technological prowess and confused by their corporate governance. I don't own and have no plans, but just curious.

$COIN - I have no exposure in crypto except via a managed investment on Titan, but I think this is a great way to continue to learn and try and get smarter

$U - I like this company a lot. I'm particularly interested in their non-gaming revenues which I think is a larger TAM. Selfishly, I'm hoping this stock falls after earnings (Sorry for the many who own it) so I can buy on the dip, but not expecting it.

$SOFI $AFRM - I view both of these innovative companies but are overpriced, and don't have as much moat as people give them credit. Yet always interested to hear about them to be proven wrong, and given my investments in $PYPL, banks, and various private fintechs

$EHTH - not Ethereum, but eHealth. Given they fired most of the management team recently, always interested in what the tone/focus of the call is.

BTW as of this week, for S&P 500 companies (plus other popular stocks) you can not only play the calls in real-time at Fincredible, but also read the transcript and monitor specific keywords in real-time. Check it out - https://app.fincredible.ai/latest-earnings





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Tracking Results of 'The Market' Game
Tomorrow we will be holding another round of 'The Market' stock pitching game live over Zoom at 5:30pm PST / 8:30pm EST! One of the fun things about this game is tracking the performance of the pitches.

One month ago at the event we had twelve pitches, and some great discussion. Here's how those ideas turned out:

Congratulations to Ryan C @rconn2986 for the pitch that has performed the best with Skillz! $SKLZ is an online mobile multiplayer competition platform that is integrated into a number of iOS and Android games.

At the live game Skillz was also the pitch that received the most votes- it's cool to see the Commonstock community forecasting the best performing stock over the next month. Let's see if that continues!

The average one-month return of the stock pitches last week was +7.9% while the S&P 500 returned +2.9%. Not too shabby.

If you'd like to attend the live game tomorrow, please DM me or comment below, and I can send you a calendar invite with the Zoom link!

I've been chatting with all the pitchers for tomorrow and I'm excited for the companies they'll be pitching. A lot of names I hadn't heard of before.

See you all tomorrow!

@rconn2986 @amanda @nwzh @pat_connolly @northstarcapital @aaronkettl @jacobsteele

@tyler asked, so I also pulled results from the game we had in December. Now I know why he asked- because Tyler's pick of MicroVision absolutely crushed i! 😆

These returns are from December 17th, 2020, through today, Feb. 12th, 2021.
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"The Market" Game Recap
Thanks everyone for coming to "The Market" game last night! We had 16 people concurrently (about 20 total coming and going over the course of an hour and a half).

My favorite part was the discussion- people asked really good questions and we got a great conversation going. Check out @grace 's memo on some of her takeaways for a glimpse of the juicy learnings: https://share.commonstock.com/arn0mpYH3cb

If you'd like to receive a calendar invite for next month's game, shoot me a DM with your email and join the group channel here: https://share.commonstock.com/share?invite=FIkFbJ

Here is a recap of the picks, and the Commonstock users who pitched them, in case you want to reach out to them and learn more:

Round 1

Round 2

Round 3
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This was one of the coolest moments in my Commonstock journey. It probably sounds corny, but having passionate community members make connections with each other and pull the product out of us is a truly special feeling... Now we just need to build it!

Thank you @nathanworden for creating this and thank you so much to everyone for joining last night and for your amazing ideas!

Can't wait to see if that chart @rconn2986 drew will be accurate! Everyone lookout for the drawdown in ~April 2020 😬
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Commonstock is a social network that amplifies the knowledge of the best investors, verified by actual track records for signal over noise. Community members can link their existing brokerage accounts and share their real time portfolio, performance and trades (by percent only, dollar amounts never shared). Commonstock is not a brokerage, but a social layer on top of existing brokerages helping to create more engaged and informed investors.