Samuel Meciar's avatar
$7.7m follower assets
Brief news 21/4/22
$AMD announced an expansion of the use of AMD EPYC processors for $ORCL Cloud Infrastructure, these new instances are now a part of Oracle's VMware Solution offerings, enabling hybrid cloud solutions.

$AMZN announced they will allow 3rd party retailers to use their shipping and fulfillment network. Amazon also announced that Prime members will now be able to order items items on those retailers websites using payment & shipping information stored in their Amazon accounts.

$COIN said their NFT marketplace Coinbase NFT is now in beta.

$ENPH expanded battery storage in South Carolina.

$SNAP says 96% of Snapchatters interested in using AR for shopping.

$SPOT announced today that all creators in the US, UK, Canada, Australia, and New Zealand can now upload video podcasts to the app

$TSLA posted stellar results, here visualized:

$WDAY said they help their customers drive ESG initiatives via their expanded offerings, allowing customers to harness incremental data with a flexible platform.

$ZM announced multiple new 3rd party certifications and attestations that demonstrate effectiveness and security of their platform.

Zoom also launched a joint solution with Telekom specifically targeted at German market called Zoom X. They also worked with government agencies and launched a dedicated offering "Zoom for Government" with a large emphasis on end-to-end encryption and security.
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Samuel Meciar's avatar
$7.7m follower assets
Brief news 20/4/22
$AAPL retail workers seeking unionization, demanding to be paid at least $30 per hour, better retirement options, more accessible vacation time, and more.

$AMD $NVDA prices for graphics card plummeting in April, down as much as 30% in the last 3 months amid supply likely catching up.

$AMZN announced 37 new renewable energy projects around the world, accelerating progress towards 100% renewables use from original target of 2030 to 2025. This increases Amazon's renewable energy portfolio by 30%. Amazon says they expect to produce about 42k GWh of renewable energy each year once everything operational.

$ASML the Dutch government looking to create a champion similar to $ASML in the next-gen photonic technology, with the investment of $1,2B. The European Commission placed photonics technology which communicates information via light instead of electronic signals as one of their 6 "key enabling technologies".

ASML also released results, here visualized:

$DASH reportedly considering cannabis deliveries, after verifying age through an ID.

$MELI and Brazilian airline Gol Linhas Aereas Inteligentes SA announced a 10 year long logistics partnership for cargo transportation in Brazil. Under the deal, they will exclusively use six Gol-owned Boeing 737-800 BCF aircraft, with the option to add another 6 to the operations by 2025. Operations are scheduled to start in H2 2022.

$NFLX also reported earnings, visualized here:

The CEO of Netflix, Reed Hastings also admitted they are working on ad-supported lower cost subscription tier as tough comps and slowing growth weighs in. See more of my thoughts here in my little Twitter thread: https://twitter.com/SamMeciar/status/1516642385782091779?s=20&t=XIdUAqa2M67NHshWqdDqBQ

$OKTA says Lapsus$ breach lasted only 25 minutes and impacted only 2 clients. This statement further clarifies their previous statement where they said as many as 366 customers may have been impacted.

$QCOM signed contract with Stellantis, will provide brands like Peugeot and Citroen with vehicle connectivity starting in 2024. This platform should provide the vehicles with OTA capabilities (as seen in Tesla's) and 5G connectivity for telematics.

$PYPL IMG to relaunch MADE in collaboration with PayPal - MADE was conceived in response to the 2008 economic crisis as a platform to give emerging designers resources, support and venue space to showcase their collections. Some of the most innovative fashion talent and creators known today began their careers during a MADE fashion week, event or cultural program.

$SNAP launched Snap Ramadan Mall, the first-ever AR-powered virtual mall in the North Africa - Middle East region in collaboration with brands like IKEA, L'Oreal, Namshi or Samsung. Snap has also launched new AR art experiences in partnership with The Los Angeles County Museum of Art and made 3 new AR monuments available to the users of Snapchat.


$TSLA is reportedly no.1 of top 10 publicly traded companies in hiring new employees, 5x-ing their headcount since 2016.

$WDAY Asda, one of the largest supermarket chains in the UK chose Workday for their digital transformation including solutions ranging from HCM to Learning for employees and Recruiting.
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Samuel Meciar's avatar
$7.7m 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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Upcoming Earnings Calendar (Feb 28th - Mar 4th)
Hey guys! Here's the upcoming earnings calendar! Two of my holdings, $SE and $SOFI report next week, so I'll be paying significant attention to both. Other than that, I'm also interested in seeing what retailers like $TGT $BBY and $COST have to say about supply chain issues and inflation.

Good luck to everyone!

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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Upcoming Earnings Calendar! (Nov 15th-19th)
Earnings season is slowly coming to a close, but there are still several highly interesting events coming up. Here's next week's earnings calendar and what I'll for looking forward to.

  • $SE: insights on their global e-commerce expansion.
  • $NVDA: comments on their product availability and supply.
  • $WMT: Update on their Walmart+ membership and comments on inflation/labor shortage/supply chain issues.
  • $DLO although this stock is too richly valued for me, I like their business and I'm following it in case there's a good buying opportunity post-earnings.

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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For my first post, I am sharing what is driving $HUBS +34% stock price growth over the past three months. The company's iconic technical founder, Dharmesh Shah, and new CEO Yamini Rangan (ex $WDAY $DBX) are building a better faster version of $CRM + $NOW + best of commerce / payments / content management system ($SHOP) for SMBs.

Revenue growth accelerating from high 20's% to 50%+ on $1 Billion of ARR (!!)

Flywheel > "funnel-vision". See Dharmesh's comments from recent investor day:
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"With funnel vision, customers become so myopically focused on converting prospects into leads and leads into customers and then they stop there. With the flywheel you convert customers into delighted advocates, people who tell their friends"

^Worth the time and investment if you have a process for converting customers into delighted advocates.

Good share @techinvestor
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Eric Pelnik's avatar
$266.8m follower assets
Earnings this week
📞Which calls are you most excited about?

Monday, May 24th
$API Agora
$PLUG Plug Power

Tuesday, May 25th
$AZO AutoZone
$CBRL Cracker Barrel
$URBN Urban Outfitters
$INTU Intuit
$JWN Nordstrom
$ZS Zscaler

Wednesday, May 26th
$ANF Abercrombie & Fitch
$AEO American Eagle
$NVDA Nvidia
$DKS Dick's Sporting Goods
$ZUO Zuora
$SNOW Snowflake
$PSTG Pure Storage
$PDD Pinduoduo
$WSM Williams-Sonoma
$WDAY Workday
$OKTA Okta

Thursday, May 27th
$PLAN Anaplan
$ADSK Autodesk
$ULTA Ulta Beauty
$BBY Best Buy Co
$BOX Box
$DG Dollar General
$COST Costco Wholesale
$DOMO Domo
$DLTR Dollar Tree
$GPS Gap
$HPQ HP
$YEXT Yext
$CRM Salesforce
$VMW VMWare

Friday, May 28th
$BIG Big Lots

Sources: Business Insider, Google Finance, Yahoo Finance
$CRWD Looking for an overdue bullish move

$COST Hoping for a pullback to re-enter at a better cost basis

Bystander interest in several others 😊
View 4 more comments
Eric Pelnik's avatar
$266.8m follower assets
Earnings this week
Which earnings are you most excited about?

Monday, February 22nd
$API Agora
$PANW Palo Alto Networks
$RCL Royal Caribbean Cruises
$ZI ZoomInfo

Tuesday, February 23rd
$VRSK Verisk Analytics
$CROX Crocs
$MCFE Mcafee
$HD Home Depot
$SQ Square
$PUBM PubMatic
$INTU Intuit
$SPT Sprout Social
$UPWK Upwork

Wednesday, February 24th
$BKNG Booking Holdings
$NVDA NVIDIA Corp
$CSPR Casper Sleep
$LOW Lowe's Companies
$ESTC Elastic
$TDOC Teladoc
$OSTK Overstock.com
$PSTG Pure Storage
$NTNX Nutanix
$JMIA Jumia

Thursday, February 25th
$ADT ADT Inc
$PLAN Anaplan
$ABNB Airbnb
$ADSK Autodesk
$BBY Best Buy Co
$BYND Beyond Meat
$NKLA Nikola Corporation
$CVNA Carvana
$KDP Keurig Dr Pepper
$DPZ Domino's Pizza
$ETSY Etsy
$ZS Zscaler
$WDAY Workday
$CRM Salesforce.com
$VMW VMware
$MRNA Moderna
$PLUG Plug Power

Friday, February 26th
$LAMR Lamar Advertising
$DKNG Draftkings

Sources: Business Insider, Google Finance, and Yahoo Finance
Eric Pelnik's avatar
$266.8m follower assets
Earnings this week
Monday, Nov 16th
$VOD Vodafone Group
$PANW Palo Alto Networks
$TSN Tyson Foods
$SDC SmileDirectClub
$BIDU Baidu
Tuesday, Nov 17th
$WMT Walmart
$HD Home Depot
$KSS Kohl's
$SE Sea
$NIO Nio
Wednesday, Nov 18th
$NVDA Nvidia
$LOW Lowe's
$TGT Target
$CLX Clorox
$CPB Campbell Soup
$SONO Sonos
Thursday, Nov 19th
$INTU Intuit
$WDAY Workday
$WSM Williams-Sonoma
$M Macy's

Friday, Nov 20th
$FL Foot Locker

Sources: Business Insider, Yahoo Finance!, and Google Finance
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.