On 'pumping' stocks -

When I post about a company, I always disclose my personal interest (if any). I don't have to do this but do so out of courtesy and ethics, so others know if I have skin in the game or not.

I never tell anybody to buy or sell any security, neither...
... do I know who follows my account or reads my posts.

So, the notion that I pump stocks for my personal gain is ridiculous! For starters, I predominantly invest in mid to large-cap companies (not micro-caps or penny stocks) and even if a stock moves a bit due to my post,...
...as someone who tends to own shares for weeks/months and even years, any movement over a single day is largely irrelevant.

I post my thoughts on here because am passionate about investing and happy to share the knowledge I've picked up over the past 20+ years. Thats all.
Finally, nobody should blindly follow me (or others) into any stock without first understanding the business and competitive landscape.

Investing without homework is financial suicide. You might get lucky but eventually, they'll carry you out.

Learning to hunt > free meals.

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More from @saxena_puru

16 Feb
A number of you have asked so happy to share some good services which pick growth stocks -

@OphirGottlieb
@7Innovator
@investing_city
@FromValue
@Beth_Kindig
@themotleyfool

* I'm not affiliated with any of them, neither am I getting paid for this - hope this is helpful.
Here are some more -

@jaywhitcraft
@MartyChargin
@mjekm5
@Sandman7591
@livetradepro
@SteadyOptions_
@FusionptCapital
@mwebster1971
@Trendspider_J

Finally, if you are into microcaps @iancassel is your guy.

* I'm not affiliated with anybody, nor am I on their payroll.
Read 6 tweets
8 Feb
Now that the job is done, $BTC logo missing from profile -
In December '20, @elonmusk devalued $BTC (probably around the time when $TSLA was buying it) -
In January '21 (after quietly buying $1.5b worth of $BTC in late '20 with $TSLA cash), @elonmusk started pumping bitcoin and even added $BTC logo to his profile -
Read 5 tweets
29 Jan
1) Portfolio summary - Jan-end

$ACTC $ADYEY $AFTPY $BAINF $BIB $CRWD $CURI $DKNG $DOCU $FUBO $IPOE $MELI $OPEN $OZON $PINS $ROKU $SE $SHOP $SKLZ $SNOW $SQ $STNE $TWLO $VRM

Return since 1 Sep'16 -

A/c +608.25%
$ACWI +56.82%
$SPX +71.10%

Cont..
2) CAGR since inception (1 Sep 2016) -

Portfolio +55.73%
$ACWI +10.72%
$SPX +12.92%

YTD return -

Portfolio +12.56%
$ACWI (-)0.31%
$SPX (-)1.11%

Contd...
3) Biggest positions -

1) $BIB 2) $SE 3) $MELI 4) $IPOE 5) $AFTPY

Commentary -

During the month, I made a few changes --> sold a few over-extended/richly valued payments/software stocks and bought into some new high-growth, more reasonably valued listings....
Read 15 tweets
14 Jan
THREAD - Info on new positions -

1) $CURI - Factual content streaming service

H/T @OphirGottlieb for the idea
$CURI - Iconic founder + seasoned management team -
$CURI - Diversified revenue streams -
Read 24 tweets
12 Jan
$FUBO - Squeeeeeeeeeeze!

I have a position Image
$FUBO - Shorts running 🏃💨💨💨💨
~40% of the float is SHORT, will be fun to watch!

$FUBO
Read 5 tweets
9 Jan
1/3) My thoughts on Bitcoin -

Hopefully, it will provide you with a fresh perspective

Disclosure - no conflict of interest/skin in the game Image
2/3) Thoughts on Bitcoin (contd.) Image
3/3) Bitcoin vol. increasing with time/size (not reducing) -

Chart courtesy of @ycharts

I have no skin in the game, hopefully this'll help some readers 🙏 Image
Read 9 tweets

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