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$2.9m follower assets
Sometimes life ...just happens.
A few Real Estate updates today covering the past couple days since I didn't update much on Thursday or Friday.

M1 Finance - 9 buys on Friday


Still running at a negative on this REIT portfolio as 'Fat Cat Investing' is currently DOWN 0.86% overall since inception.

Concreit - received my weekly dividend payment of $0.126740 on deposits of $100.94 (including DRIP).

Both are a part of my ongoing "Real Estate Rumble"

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Stanley's avatar
$2.9m follower assets
Taco Tuesday - 5/10/22
9 stock positions increased/added.

Additional investments into my Stash Portfolio (6)

$ATVI - $94.22 consensus price target. My wife is holding this in her portfolio, new position for me with $MSFT buyout in the works an arbitrage play.

$CROX - $110.22 consensus price target. DCA down from previous buys. Not a 'core' position so will flip for a profit when the market recovers.

$DOUG - $10.00 consensus price target. DCA down from previous buys. Not a 'core' position so will flip for a profit when the market recovers.

$EBAY - $60.41 consensus price target. DCA down from previous buys. Increasing a 'core' position.

$MTCH - $125.00 consensus price target. DCA down from previous buys. Not a 'core' position so will flip for a profit when the market recovers.

$NKE - $164.91 consensus price target. DCA down from previous buys. Increasing a 'core' position.

Additional investments into my M1 Finance "Fat Cat Investing" portfolio (3)


The 'Fat Cat Investing' portfolio is down 1.66% overall today and 4.81% since inception - a part of my ongoing "Real Estate Rumble".
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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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THU:

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February earnings
I think upcoming earnings are going to be really important in this volatile market. Companies will likely get punished (further) on even slightly bad results or outlook, and I'm hopeful strong earnings like we saw with $TEAM or $AAPL will buoy the overall market or at least software sector that I'm playing close attention to.

Personally, I have a handful of companies on my buy list including $CRM, $COUP, $ESTC, $SMAR, $POSH, but will only do so once they make it past earnings either scathed (lower price) or unscathed (peace of mind) :)

So we've put together our most anticipated earnings for all of Feb!


Keep an eye out!
3: $AMZN $LLY $MRK $TNX
21: $UIS
28: $JLL TGNA $LAZR $SAIL
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$SPG off it’s highs. I’m buying more of this dividend producing cash cow
Good opportunity to jump into $SPG stock… it’s $20 off it’s high of $150. I’m buying more here.
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.

MONDAY

TUESDAY

WEDNESDAY


THURSDAY

FRIDAY
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