Happy Investing

My Stock Portfolio in December 2023

+55% Year-to-Date | 2023 Review and 2024 Outlook

Jan 1, 2024 • 

Moritz Drews

8

2

October 2023

Long-Term Investing: Best way to invest money long term are stocks

Long-term investing cures anxiety, short-sighted decisions and compounds your wealth

Oct 22, 2023 • 

Lisa Schreiber

6

2

September 2023

My Stock Portfolio in September 2023 (Q3 2023)

YTD: 30% and an evolution to quarterly updates

Sep 30, 2023 • 

Moritz Drews

7

3

How To Write a Winning Investment Thesis

Step-by-Step Guide Using Snowflake as an Example

Sep 17, 2023 • 

Lisa Schreiber

7

My Stock Portfolio in August 2023

32% YTD – Being like water

Sep 3, 2023 • 

Moritz Drews

6

5

August 2023

How To Read Earnings Reports: A Simple 3-Step Framework

Learn how to read earnings reports with ease using our 3-step guide. Understand fundamentals, analyze calls, and take confident actions.

Aug 13, 2023 • 

Lisa Schreiber

5

2

July 2023

My High Growth Stock Portfolio in July 2023

Year-to-Date: 35%

Jul 30, 2023 • 

Moritz Drews

6

CrowdStrike (CRWD) Q1'24 Earnings Recap

CrowdStrike is Turning On Efficiency Mode: Gaap-Profitability and Record Margins Against Weak ARR & RPO

Jul 23, 2023 • 

Lisa Schreiber

4

Confluent (CFLT) Q1 '24 Earnings Recap

58% YTD: Simplifying mission-critical real-time data management

Jul 9, 2023 • 

Moritz Drews

5

My High Growth Stock Portfolio in June 2023

Year-to-Date: 30%

Jul 2, 2023 • 

Moritz Drews

5

June 2023

Samsara (IOT) Q1'24: Firing From All Cylinders

Strong Q1 2024 Earnings for Samsara: Up 119% YTD. Revenue Surges 43% YoY, Beating Guidance by 6%, and record large customer growth. Read More.

Jun 25, 2023 • 

Lisa Schreiber

7

Sentinel One (S) Q1 '24 Earnings Recap

-35% Crash: From One to Zero?

Jun 18, 2023 • 

Moritz Drews

7