Alberto Wallis's avatar
$23.6m follower assets
Upcoming Earnings Calendar (Feb 14th - 18th)
Hey guys! Here's the upcoming earnings calendar! Three of my holdings report next week.

  • $ABNB - The stock has held up pretty well during the market sell-off. The valuation is still high, but with re-openings the company could see a big boost this year.
  • $TTD - They've said Apple IDFA is a non-issue, so their growth should be great. A key indicator of ad spend.
  • $ROKU - The stock is down almost 64% from ATH, but the fundamentals keep improving. I expect great results from the company, with ARPU growing and margins expanding.

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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Alberto Wallis's avatar
$23.6m follower assets
Upcoming Earnings Calendar! (Nov 1-5)
Hey guys! Here's next week's earnings calendar! Several very interesting companies set to report earnings. Here's the one's I'm most excited about and why:

  • $APPS: any sign of iOS ad dollars shifting to android (Digital Turbine's revenues are mostly from android).
  • $Z: an update on the real estate market and iBuying
  • $LYFT and $UBER: is mobility in the US back to pre-pandemic levels?
  • $COIN metrics on the NFT market.
  • $PENN and $DKNG update on the mobile sports betting market.
  • $ATVI number of Call of Duty Warzone players. The last reported number was 100MM.
  • $CRSR: comments on the supply chain issues they're experiencing.
  • $MELI: update on the Brazilian e-commerce market. Relevant for $SE's expansion.
Comment below which earnings report you are looking forward to the most!
Friendly reminder: you can automatically sync your portfolio's earning dates to your personal calendar with just a couple of clicks here.





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No One Gets It Right All The Time
When you first start out investing, you need some guidance. Mentors can help teach you important investment principles and provide some much needed market context.

For me, the Motley Fool was (and still is) a great resource. Back in 2013 I had just signed up for their Stock Advisor newsletter, and one of the first recommendations I saw was for Generac Holdings. $GNRC

Generac makes portable generators, which generally sees spikes in sales around big storms, and then dies off when the weather is calm. The thesis was that because Generac had expanded their distribution network, they were able keep revenue more consistent even during tranquil times.

Team Tom Gardener thought that the aging power grid would lead to home generators becoming more of a necessity for homes and businesses alike.

So I bought in. 8 shares. $52.57 per share. Nothing much happened for the next four years, until...

Stock Advisor issued one of their rare 'Sell" recommendations.

Growth hadn't materialized like they thought it would, the stock had gone down, and only recently had it made it back to their recommendation price. So they recommended selling and putting the money to work elsewhere.

What do you do when a mentor tells you to sell something they told you to buy? You keep listening to them right?

Well, by 2017 I had identified what was working for me, which was buying stocks consistently, and, just... leaving them be.

In four years I had never sold a single stock, but after reading the latest Motley Fool recommendation I had my cursor hovering over the sell button in my Vanguard brokerage for the first time.

But I didn't click.

I figured, if this was going to be the first time I ever sold, there needed to be a stronger, clear cut reason. So I shrugged it off, went about my day, and, to be honest, haven't really thought about Generac since.

Fast forward to today.

Generac has more than doubled in the two years since Motley Fool sold their shares, and has outperformed the S&P 500 by almost exactly 200%.

The moral of the story? No one gets it right all the time. Not even the Motley Fool. When it comes time to sell, the reason shouldn't be "the stock is the same price now as when I bought it." It also probably shouldn't be "growth hasn't been great in the past four years." Instead, the question to answer (which, granted no one can answer with certainty) is, "what are the future prospects for this company?"
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