Happy Investing | Moritz Drews | Substack

Portfolio Reviews

YTD: 30% and an evolution to quarterly updates

Sep 30

32% YTD – Being like water

Sep 3

Year-to-Date: 35%

Jul 30

Year-to-Date: 30%

Jul 2

Year-to-Date: 32%

Jun 4

Oh, Cloudflare -25%

Apr 30

Is SaaS-Investing dead?

Apr 1

+ My Take on Snowflake Q4'22 Earnings

Mar 5

+14% year-to-date

Feb 5

Jan 8

-59 % year-to-date und noch immer happy :)

Dec 18, 2022

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