$SI
blockchain
crypto
cryptocurrency
digital currency
investing
network effect
stocks
I have a decent grasp of the technology and utility of blockchains. I think that digital currencies add value to our world. And I think they will be here to stay. If you can feel comfortable that the entire blockchain ecosystem isn’t a scam—a BIG IF given that Warren Buffett is convinced that Bitcoin is …
Continue reading “Silvergate – Hidden Network Effect in the Crypto Industry”
$ayden
$bill
$dct
$inmd
$mtch
$team
atlassian
Bill.com
duck creek software
inmode
investing
match group
portfolio management
stocks
These “High growth beasts” comprise 38% of my portfolio as of 9/30/2020. These 6 companies are growing rapidly and are priced at a premium. I believe that the strengths of these businesses justify their valuations, but decide for yourself. Atlassian – NASDAQ: TEAM – (15% of portfolio as of 9/30) Atlassian makes collaboration tools—primarily for …
$CSU.TO
$ENGH.TO
$EQIX
$SGR.UN
investing
portfolio management
stocks
These “stable cash generators” comprise 47% of my portfolio as of 9/30/2020. These 4 companies aren’t growing particularly fast, but I like the risk-reward trade-off. It is unlikely that any will double in 6 months. But the chance of permanent loss of capital is low. In a downturn, these businesses should do fine. Equinix – …
Continue reading “Yishi’s Stock Bucket #1 – Stable Cash Generators”