The Blog by @CatanaCapital has recently become one of my favorites to check out some great well written articles. h/t Richard Bowman👏. Great stuff for Beginners.
Thread below has great articles on
✔️Cloud Computing
✔️SaaS
✔️Cybersecurity
✔️Gaming
My fav one was the SaaS article with great explanations for beginners on
✔️Benefits of SaaS for SW Providers & Users
✔️Types of SaaS Co.'s
✔️ Main Metrics to follow for SaaS
Overall, an excellent blog, even more so for beginners, who want to go beyond the stock prices and current hype, and study the major ongoing trends, and some promising Co's within to research further.
/END. 👍
• • •
Missing some Tweet in this thread? You can try to
force a refresh
Below thread has the references to each of these 10 concepts.
Note : Many of these are my past Tweets related to these topics. Not trying to self promote them. Adding them only because they have the original links, added context and my highlights & fav pts.
Let's dive in. ⬇️⬇️
1⃣ Benjamin Graham's Mr. Market analogy.
An extremely useful concept, especially when
Market is panicking (& throwing out good Co's at bargain prices) & when
Market is too complacent (& awarding high valuations to hype and stories)
My holdings going into 2⃣0⃣2⃣1⃣ (not recommendations).
No idea how their stocks will perform in 2021, but fairly confident of their strong Business performance in the next few years (well, in most cases) in the normal or social-distancing scenarios.
Before someone comments
This is a mashup of TWO portfolios (hence the higher # of Co's).
Personally, I like a mix of mostly growth Co's with some stable/high quality Co's and few dividend focused Co's.
Just like investing is a highly personal journey (based on our goals, risk tolerance, time horizons, capabilities & strategies), the optimal # holdings in each Portfolio is also very subjective.