Down 86%, I'm broke
Hi all, I am new to commonstock and have joined the platform to get some quality advice.

To tell you about my full investing experience: I started investing in June 2020 with around 100k in savings. Being a twitter user I went for advice there. I rapidly made big gains and my portfolio went to 180k in september. Back then I started taking debt to invest, I could borrow an extra 150k. Between september and february my portfolio was obviously in the green every day, I quit my job, started going to expensive restaurants, invited my girlfriend on ski trip in the best hotels. The sky was literally the limit. Mid february came the first market pullback, something completely new to me... however after some margin calls I was able to get through june 21 with a portfolio worth 400k minus 123k in debt. Over the summer I remained invested in the high flying tech names $ZS $CRWD $FSLY $UPST $SOFI $TSLA $LSPD $SE and so on I guess you know the music too. To keep a long story short and not to bother you too much, my portfolio is now down 86% from its peak and I am hugely indebted... I got margin call after margin call, my mortgage application got rejected and I still have 100k to pay back. I am basically broke as even if I sell all I still have today I cannot even pay my debt back. And I don't even talk you about the $SOFI shares I added on margin before its earnings release... All of this to say I really don't know what to do, I just want to liquidate my whole portfolio and get back to March 2020 where I did not know anything about the stock market and I still had my job. So basically I don't expect a lot from commonstock but would be grateful to hear your thoughts. Thanks for reading till the end. #bullsneverdie
Head up man. LEARN from your experiences and you will thank yourself years from now for going through this and being better for it. You came to the right place to learn. Commonstock has an exceptional community and like minded investors with QUALITY conversation. I’d personally avoid Twitter for any investment advice. Without the verified portfolio and trade activity visibility, there’s a lot of a bad actors over there and hardly any accountability. Glad to have you on board here, I’m confident you will really like what you find!
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April 2022 Bloodbath - Names Down >30% Since April 1
April 2022 was one of the worst market months of all time. In fact, it was the worst since October 2008. Here are 100 stocks down >30% since April 1:


Visit highsandlows.substack.com
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Lightspeed Stock: Concerning Trends Investors Should Know
Our brief free write up on $LSPD 👇👇

Here's why we believe there are better opportunities than LSPD despite it being over 75% off its highs.

Lightspeed Stock: Concerning Trends Investors Should Know


Upcoming Earnings Calendar (Jan 31st- Feb 4th)
Hey guys!

Here's the earnings calendar for next week! Here's what I'm interested in:

  • $XOM - Insights on the global oil market.
  • $GOOG - Strength of the digital ad market + growth of YouTube (since $NFLX slowed down).
  • $FB - Comments on their strategy to monetize Whatsapp (I don't expect any, but one can hope).
  • $SPOT - They recently expanded to other markets, so maybe they can maintain accelerated growth, unlike Netflix.
  • $AMZN - AWS and Advertising segment growth + impact of the increase in 3P fees.

What are you looking forward to next week?

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.

MON:


TUE:


WED:


THU:


FRI:
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Ian Gray's avatar
$25.4m follower assets
The Compounders' Cup 2021
The average underperformance of the tournament field is currently (44.9%).

What a difference a year makes!

Last December, I ran a tournament titled "Compounders' Cup 2021" where Twitter users voted on which company would have the best return in 2021.

$SE beat $TDOC in the final

Despite all of the baskets underperforming the market, picking $SEAS the champion was not a horrible choice.

The correct answer out of this field would have been $NETWITH 55 points of outperformance.

Click on the link below to read my recap:
Participants ranked in order of relative performance:

$NET 55.49%
$DAL 33.51%
$RBLX 19.48%
$TSLA 4.65%
$MAR -3.52%
$SHOP -4.26%
$TTD -9.47%
$SE -13.43%
$RCL -20.37%
$APPS -20.83%
$CRWD -26.29%
$LUV -34.05%
$OKTA -34.35%
$PLTR -43.60%
$SQ -46.79%
$OZON -47.55%
$MELI -50.36%
$ROKU -54.90%
$OPEN -57.46%
$FVRR -62.34%
$ZM -64.89%
$LSPD -65.16%
$PINS -68.13%
$FTHM -74.17%
$TDOC -74.68%
$FSLY -77.09%
$SKLZ -80.82%
$NNOX -82.93%
$BFLY -85.43%
$JMIA -91.13%
$ATY -92.15%
$PTON -96.40%
$OTRK -111.73%
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Time for a debate.

eCommerce pulled forward 10 years of growth during COVID-19, and now offline commerce is going through a similar transition. Two companies to track in this space are $TOST and $LSPD.

At first look, they are commodity PoS (point-of-sale) digital cash register businesses, with two very different strategies.

$TOST wants to be an all-in-one commerce OS so restaurants can manage ordering, delivery, and even payroll.

$LSPD is growing through acquisitions across B2B commerce.
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I’ll go with Lightspeed. High switching costs and the potential for ARPU expansion.

@jiggy would probably be able to weigh in more than me on Lightspeed though.
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Great Follow: Sean (Jiggy Capital)
Sean @jiggy did a great deep dive on Lightspeed recently, and he backs it up too: 28% of his portfolio is in $LSPD.

His portfolio reviews are super in-depth— check out his portfolio and and give him a follow, especially if you own any of the companies that he does.
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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.