Master your fundamental research. Join 79,627 investors who trust our platform and content.
Save 54+ hours of fundamental research with free access to Stock Card.
We only ask your name and email address.
Stock Card's winners and losers
Quarterly earnings releases are still going on full-force. This week we had quite a few surprises. These two stocks surprised us the most:
Winner: Twilio (Ticker: TWLO) A few years ago, when I read the investors presentation of Twilio, I almost cried! The clarity of the vision and the company’s laser-focus attention on that vision is so rare. The performance of the stock during this week is a manifestation of such clarity and focus. The stock price is up more than 30%. Not only the revenue and the number of customers is growing, but the average spend by each customer is also up by 140%. It's not all rosy though. Like a true Silicon Valley poster child, the company is not profitable yet! Have a look at the company's Stock Card now. Loser: Activision Blizzard (Ticker: ATVI) Whatever you think of the future of the entertainment and the video game industry, there is no doubt the gaming stocks such as ATVI have been on a winning streak, until this week. The owner and producer of quite a few hit franchises such as Call of Duty had turned into a loser. While the revenues were up, the company painted a not-so-perfect image for the next few quarters and the stock market investors and analysts unleashed their wrath and took the stock price down by more than 15% in one week. Have a look at the company's Stock Card now.
Renegade Investors podcast
This is an episode where we dissect the anatomy of a long-term investment using Stamps.com's case study. Most long-term investments share a few characteristics. Some are logical, and some are counter-intuitive. But, knowing what's common among the companies that are worthy of a spot in your long-term portfolio will help you avoid panic-selling when the stock market and the companies in your portfolio experience a price-fall. Talking about an excellent long-term investment with a falling share price, Stamps.com is such a company. Listen to this episode to hear from the company's customers, investors, employees and management and dissect the anatomy of a long-term investment.
How To Invest YouTube Channel
Most new long-term investors think the hardest part of investing is evaluating a company. It's understandable. There are thousands of pieces of information that you can use to make that decision. But just because such information is available, it doesn't mean they are relevant. It's almost like choosing a restaurant on Yelp. Does it have five stars? Is it clean? Is it too noisy? How does the inside look like? A few things give you a good picture of what to expect. You don't look at how many bricks are in the walls of the restaurant, or how old is the bartender. Although, if you google it, such information may be available to you, who cares! Not you! Same goes with investing! That's why on this episode of How To Invest YouTube channel, we are discussing the four questions you need to answer to make an informed long-term decision without getting lost in the ocean of information and noise.
Stock Card Premium
Our Stock Card Premium members were busy discovering new investment ideas and submitting new Stock Card requests. Among all the requests that came in this week, one company peaked our attention. Weight Watchers Inc (Ticker: WTW). A fun fact about the company is that Oprah Winfrey owns 10% of the company, and since she joined the company, the stock and the company have turned around. Remember, just because it is a Stock Card Premium request, it doesn't mean we invested in the company!
That's it for this edition! Happy Weekend, folks! Don't forget to share this blog post with your friends if you find it helpful, and connect with us to share your thought and ideas!
Comments are closed.
|
Master your fundamental research. Join 79,627 investors who trust our platform and content.
Save 54+ hours of fundamental
research with free access to Stock Card. Categories
All
Archives
March 2024
|