Mexican Investor Portfolio HY 22
Bear Market + Cash Available = 10 new holdings

I define my investment strategy as Quality Growth focused in Small Caps. Gonna talk about some of my investments in this space, since this app seems interesting!

post media
Cash Return on Invested Capital (CROIC)
One of the metrics I look at is CROIC - or, cash return on invested capital. Why?

1) Cash is king (you can't return Accounting earnings to investors)

2) Measurement of durable competitive advantage (excess of cost of capital)

Some leaders: $ZM $ADSK $QLYS $CRWD $NOW
post media
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.