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Chris Perruna Profile picture
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20 Mar, 5 tweets, 1 min read
The last time we saw Cathie Wood buy a stock w/ such conviction, it was $TSLA, when in the dumps.

Today, that stock is $TDOC

I own it as one of my largest positions so I have confirmation bias.

With that said, I love to see the conviction. She's a lot better at this than me.
Cathie Wood 1 of 2:
Cathie Wood 2 of 2:
Link to article:

Cathie on $TDOC

sohnheartsandminds.com.au/media/sohn-inv…
The data collection and use of that data (from Livongo) is critical for the company's success long term.

This is the golden egg!

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More from @cperruna

Chris Perruna Profile picture
16 Mar
THREAD // Why I am Growing Bullish on Ethereum

#Ethereum is a general-purpose blockchain.

A blockchain is a decentralized network of computers that collectively maintain a ledger and prevents tampering outside the rules.

Via @VitalikButerin @naval @tferriss & @podcastnotes
2 //

Ethereum’s defining feature is unstoppable applications that run & doesn’t trust or rely on any single entity to operate.

No one, including the creator, can stop an application running on Ethereum.

Smart contracts are at the core of the ETH blockchain.
3 //

Ethereum applications allow composability. That is, they can be built on top of each other like Lego blocks.

Applications include decentralized domain name system, autonomous organizations, prediction, and financial markets, and non-fungible tokens.
Read 12 tweets
Chris Perruna Profile picture
13 Mar
THREAD: Our Long Term Portfolio

Back in 2014, I wrote "My Wife’s Personal Mutual Fund Outperforms the Pros"

It was then that the💡went off that we should open a long term account & buy FAANG & household blue-chip stocks, & hold.

2014 Blog Link:
chrisperruna.com/2014/08/06/my-…
2) The blog post discussed the companies for the products & services we used most as a family. If we were using them, most likely others were too.

In Peter Lynch fashion, we should own the stocks & hold them with little activity. So we did.

2018 Update:
chrisperruna.com/2018/11/11/my-…
3) Many of you have asked what we own in this IRA portfolio.

Earlier this week, I shared the list in Richard's interview of me.

It's not a dividend portfolio but 14 of the 20 holdings do offer a yield - icing on the cake, from great companies.

Port yields ~ 1.5% of holdings.
Read 6 tweets
Chris Perruna Profile picture
3 Mar
THREAD | The market is NO WHERE near max pain levels.

The % of stocks trading above their respective 50d & 200d ma's is still fairly high.

4 Charts:

1. $COMPQ % of Stocks above 200d
2. $SPX % of Stocks above 200d
3. $COMPQ % of Stocks above 50d
4. $SPX % of Stocks above 50d
$COMPQ % of Stocks above 200d:

73.15% - still at one of the highest levels over the past decade.

Plenty of downside to work with.
$SPX % of Stocks above 200d

83.37% - still at one of the highest levels over the past decade.

Plenty of downside to work with.
Read 5 tweets
Chris Perruna Profile picture
16 Feb
THREAD | $GHVI - Due Diligence, so far:

3D space capture & collaboration are interesting & can generate revenue but not enough to get me excited to buy the stock, with Gores as the company behind the SPAC.

However, 3D Scan to BIM for design & construction grabs my attention!
2) Incorporating Matterport into a BIM (Building Information Modelling) process can help reduce virtual design & construction costs, while saving time & money.

I manage complex projects for a living & one thing that lacks is accurate data on existing buildings and facilities.
3) Drive Efficiencies:

Generate OBJ files & point clouds for as-builts and construction documentation.

Scan tight areas 10-15 times faster than with a typical lidar scanner.

Overlay your point cloud onto your BIM model to conduct verification.
Read 9 tweets
Chris Perruna Profile picture
19 Jan
1) It Couldn’t Be Done
Edgar Guest, 1941

Somebody said that it couldn’t be done,
But he with a chuckle replied
That “maybe it couldn’t,” but he would be one
Who wouldn’t say so till he’d tried.
So he buckled right in with the trace of a grin
On his face. If he worried he hid it.
2) He started to sing as he tackled the thing
That couldn’t be done, and he did it.

Somebody scoffed: “Oh, you’ll never do that;
At least no one ever has done it”;
But he took off his coat and he took off his hat,
And the first thing we knew he’d begun it.
3) With a lift of his chin and a bit of a grin,
Without any doubting or quiddit,
He started to sing as he tackled the thing
That couldn’t be done, and he did it.

There are thousands to tell you it cannot be done,
There are thousands to prophesy failure;
Read 4 tweets
Chris Perruna Profile picture
13 Jan
1) QUOTES | Larry Hite Wisdom:

“What makes this business so fabulous is that while you may not know what will happen tomorrow, you can have a very good idea what will happen over the long run”
2) “If you never bet your lifestyle, from a trading standpoint, nothing bad will ever happen to you”

Larry Hite
3) “If you know what the worst possible outcome is, it gives you tremendous freedom. The truth is that, while you can’t quantify reward, you can quantify risk”

Larry Hite
Read 7 tweets

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