Conor's avatar
$21.2m follower assets
$SMLR Shoutout to @brianferoldi
Thank you Brian Feroldi for bringing my attention to Semler Scientific! Today the stock is up over 16% and since I bought shares earlier this year, I am up a total of 34%.

Check out Brian's video on Semler below to learn more.

Thank again for all of the amazing work you do!

Monday Morning Buys
I added a some $SMLR, $UPST, $TWLO, $VEEV, and $RBLX this morning.

I am just trying to capitalize on Semler and Upstart's recent drop.

On the other hand, Twilio, Veeva, and Roblox are just behemoths in their niches.

All decades-long holdings, hopefully.
4 Additions, 1 Reduction in Custodial Account
I reduced my daughter's position in $APPH after it rose over 100% in just the last month.

I still like the business, but it is genuinely high-risk, and I wanted to simplify her portfolio.

With that cash and new money added, I bought more $TTD, $ME, and $LTCH -- while also starting a position in $SMLR.

23andMe and Latch are high-risk too, but I follow them more closely and see a more straightforward path to long-term success than AppHarvest.

Meanwhile, Trade Desk's opportunity speaks for itself, and Semler Scientific was one put on my radar by @brianferoldi and @brianstoffel. Starter position to get some skin in the game and remember it by.
What differences are there between how you incest the custodial acct vs your own acct? I have a kiddo now and have started investing for him. Curious to learn from a fellow dad!
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Microcaps are a good space where individual investors have an edge over professionals. Institutional investors and funds cannot invest in them and due to lack of wide spread following, many opportunities can arise. What is your favorite microcap? I would pick $SMLR!!!
Joshua Simka's avatar
$21.5m follower assets
Small-cap and micro-cap stocks tend to be more volatile than the big guys and when $MELI, $SE, $DOCN, $ABNB, $SHOP, $HUBS, $RBLX slide, the small-caps are sliding more! In that case, isn't now a better time than ever to be gobbling up shares of $SMLR $ATY $DMTK $KSI.TO...or whatever your favorites are? But folks continue to get excited about and look to add the MercadoLibres and Sea Limiteds. Why is that? Is it just that the little-known small-caps remain little-known whether the market is up or down? Is it that investors are more likely to go fishing for small-caps when the MercadoLibres and Shopifys seem to be at a top and therefore not worthy of further investment? Is it that the risk/reward profile for a beaten down $MELI or $SE is way more attractive than some thinly traded off-the-radar microcap?
Big fan here of small / medium cap companies.

I’ve got an eft that I regularly put money into that covers the big dogs (S&P100) so I don’t see the point in direct investing in those companies.

The difficulty I have is that it takes a lot longer to research and identify small / medium cap stocks that I want to direct invest in.

What I need to get better at with these stocks is locking in profits sooner, it’s rare I’ll direct invest in a company and at some point not be in profit but I’ve held on to things too long waiting for a 100% return when I should accept the 20-30%.

Part of the issue was investing in $TWI when it was around $3 a share and then locking in a 50% gain and then watched it climb to $10+ and have the obvious feeling of kicking myself for selling.

But the takeaway is small / medium caps are good but lock in profits because not all of them are going up 100%+
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ChiefHustler's avatar
$19.3m follower assets
I've held $SMLR since 2020. I see the recurring revenue contributing to the moat (the more broadly the device and software are in use at the organization the stickier it is). I agree that the customer concentration is certainly a risk. I also like the optionality here—they have 3 other devices in the pipeline.
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