Thread by @JonahLupton

Halfway thru December, here’s my last update of 2020

My portfolio: 15.0%
Dow: 1.7%
Nasdaq: 3.8%
S&P: 2.2%
Russell: 7.3%

$TSLA
$SQ
$SE
$CRWD
$TDOC
$DOCU
$ROKU
$ETSY
$FVRR
$CELH
$FSLY
$FTCH
$SHOP
$FUTU
$SHOP
$PINS
$PTON
$GRWG
$OZON
$FUBO
$NET
$JMIA
$TTCF
$PLTR
$FEAC
$SSPK
$MP
$EH

There’s an error in my list... I obviously only own $SHOP once and I forgot to include $DKNG 🤦🏻‍♂️

This is what happens when I’ve been sitting in front of my computer for 12+ hours

I started 1% positions this morning in $ARKG after the recent 7% pullback, in $LSPD which provides an amazing POS system for several verticals and should be adding more this year and $STIC.U which just announced today they are taking @barkbox public via reverse merger.

For anyone that missed out on $CHWY, @barkbox is a subscription service that many of my friends truly love. @Barkbox was founded 8 years ago and should do $360 million in revenues this year, growing at 40-50% with 60% gross margins. EV is only $1.6B or 4.5x sales (too cheap).

I owned $CHWY earlier this year but clearly sold too early, the stock is now up 250% year to date.

I don't think @Barkbox is trying to be the next $CHWY but I love the gross margins and the recurring revenue model plus growth is very solid and the pet industry is massive.

I started a new position today in $MWK

This is the small cap tech-enabled consumer products company, not the flooring company.

Website is: Mohawkgp.com

$MWK is growing revenues at 60% and should do $300M in 2021 with 46% gross margins.

Check them out 🥳