November Portfolio
The companies that rise to the top of my portfolio I've held for 3+ years. I generally don't start an initial position that could make it into the top 10 by position size.

They earn it by growing to that position ๐Ÿง—โ€โ™‚๏ธ

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Ryan Mahony's avatar
Strong holdings
Nathan Worden's avatar
Thanks @ryanm ๐Ÿ˜€
Arjun Banerjee's avatar
๐Ÿ‘๐Ÿฝ๐Ÿ‘๐Ÿฝ๐Ÿ‘๐Ÿฝ
Nathan Worden's avatar
@ban3rg ๐Ÿ˜Ž๐Ÿฅธ๐Ÿ˜Ž
Gaurav Kotak @ Fincredible's avatar
omg we have zero overlap ! :p
Nathan Worden's avatar
I have a retirement account in Vanguard that has a lot of the stocks you are into. Zero overlap in my actively managed account, but a lot of overlap in the passive buy and hold stuff :) @gkotak
Gaurav Kotak @ Fincredible's avatar
so basically you are telling me I'm old.
Gaurav Kotak @ Fincredible's avatar
kinda accurate actually :p
Nathan Worden's avatar
@gkotak if youโ€™re old, Iโ€™m old ๐Ÿ˜„
Investor from Nepal ๐ŸŽ„'s avatar
We both hold around 3% of $U in main portfolio - coincidence? I think not
Venkat Venkataraman's avatar
@nathanworden - what do you think of $FSLY ? I bought some last year and it has depreciated significantly, but curious to hesr your views on it.
Nathan Worden's avatar
@astronut Iโ€™d have to say I was wrong about Fastly. I was deciding between $FSLY and $NET and clearly chose the wrong one. I have yet to sell but thatโ€™s mostly because at this point sentiment has gone a bit too far in the opposite direction, (but not by much). I tend to air on the side of holding too long, but Fastly is currently on the chopping block for me.
Joshua Simka's avatar
There were once a lot of reasons to like $FSLYโ€”for me, mainly having to do with its innovative productโ€”but the combination of business and managerial concerns there have dulled my outlook. I'm not a fan of the slowing growth we've seen recently but will say the results and outlook the company reported today are encouraging: revenue up 23% YoY to $87M, guidance for full-year revenue $350M at the upper limit, and $1B in revenue by 2025. A hold for meโ€”not selling shares and not adding.

What do you think, @astronut? What led you to buy last year?
Venkat Venkataraman's avatar
@nathanworden - what do you think of $FSLY ? I bought some last year and it has depreciated significantly, but curious to hear
your views on it.
Pat's avatar
Coward! Haha jk jk

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