Brett Schafer's avatar
$10.4m follower assets
Chit Chat Money Sunday Recap
Going to try and consistently post on here along with our podcast episodes to get some conversations going

We released three podcast episodes last week:

  1. Sprout Social Not So Deep Dive

I came away from this recording slightly impressed with $SPT and will be keeping it on my watchlist. Here are two big questions I had:

  • Is social media management software an industry with secular growth?
  • Will Salesforce acquire the company?

  1. Deep Dive: Adyen Discussion With Mostly Borrowed Ideas

This was one of the best deep dives we've ever done, mainly because MBI is such a strong analyst and gave a great overview of a complicated business. Adyen feels like a high-quality business but trades at a premium price.

Personally, I come away liking Adyen's model, culture, and strategy compared to Stripe (its closest competitor). Why does Stripe get so much admiration among the investment community?

  1. Power Hour #8

This is our informal show we are doing once a week now. Here are some questions we discussed on the show:

  • Was the $SNAP drawdown an overreaction?
  • Implications of the new a16z crypto fund?
  • Is there a right way to do executive compensation?

Fire away any comments or questions below
Sprout Social $SPT
Calling on the bright Commonstock community. Do you have any negative or positive feelings about Sprout Social.

Do not hesitate to rip into this company or to praise it depending on how you truly feel. Open to any & all opinions. 🙂

It seems like an interesting product. Salesforce ending their competing offering to partner is wildly encouraging to me. Love it? Hate it? Meh?
For anyone like me who has never looked into Sprout Social, the Chit Chat Money guys coincidentally released their weekly Not So Deep Dive podcast today and it's... Sprout Social! I'll be listening on my run today so I may have feelings afterwards.
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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:

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Samuel Meciar's avatar
$14.5m follower assets
Sam's portfolio review
Hello CommonStock, I saw multiple posts from my fellow colleagues sharing their portfolios, explaining their intent and seeking feedback from the community. I believe this is a great place to share knowledge and learn, we all have something to gain one from another, so I thought it'd be a great idea to do my iteration of this concept.

Here's my portfolio:

To put things into a perspective, I'm 19yo student whose mission is to invest in a great tech businesses that change our life for the better.

My portfolio is built around these themes:

  • 5G
  • AI
  • AR/VR
  • Blockchain Technology
  • Cloud Computing
  • Cybersecurity
  • Creativity
  • Digital Commerce
  • Digital Advertising
  • Digital Education
  • Fintech
  • Gaming
  • Gig Economy
  • Internet of Things
  • Modern Enterprise
  • Robotics
  • Renewable Energy
  • Streaming
  • Semiconductors
  • Telehealth

My portfolio therefore consists of mainly high growth, disruptive technology companies. A simple reason why is that I know technologies the best from all sectors and I believe its a very diverse approach in order to catch most of our civilized world progress as those technologies pretty much are used across sectors, whether we talk agriculture, mining, etc. The goal of the portfolio is to invest in great companies who I can let run for years to come which can eventually secure me an earlier retirement 😃

I like to invest in:
  • software companies primarily with an expected growth of greater than 15% over a few years out, so basically there's a greater chance they can outperform the market even without a multiple expansion
  • companies with a great culture and great ratings from employees across Glassdoor/Comparably
  • founder-led mission driven companies with significant insider ownership
  • companies producing FCF or at least those who I believe will produce FCFs in the future
  • leaders in their respective sectors (so the best of bread)

It's worth mentioning that I plan to make some changes to my portfolio soon, so this isn't a final look, and so to make this clear, I plan to:


I'm looking forward to hear your thoughts, suggestions and answer your questions, if there are any 😃
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Samuel Meciar's avatar
$14.5m follower assets
Hot seats
As Q1 earnings arrive, I have my set of holdings I'll cut or will be looking to cut depending on the performance and results posted by those... I was thinking about a bit of a consolidation in my corporate enterprise allocation, and decided to:

There seems to be nothing wrong with those names, I just thought like there's a pretty substantial overlap between them and so I decided to cut some and strengthen those other names.

And then on the other hand I have $DOCU -- I'll be really closely watching the execution of Agreement Cloud, as this is a substantial part of my thesis and they seem to have some problems there for a couple of quarters already... If I'll see just another underperformance on that part I'll be selling for $ADBE or one of the other names I want to add to my portfolio but yet didn't buy any.

Secondly, there's $ZM. Still a leader in this market, but I'm seeing some evolution of competitors in this pretty competitive space, and so I'll be closely watching what they have to say about the competition and put their numbers into a perspective. Will decide then what to do.

Notably, I'll be looking to listen to $OKTA's earnings call to see the effects of their breach and how they answer questions on their reaction to the fact.
Sean's avatar
$98.4m follower assets
Portfolio Earnings Review Pt2
Portfolio Earnings Review Part 2 out now!

Highlighting report numbers vs street expectations, visualizing company KPI trends, and quotes from Q&A portion of earnings call!

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.