Performance YTD

Portfolio A (Stocks and Cryptos)

March⬇️0.08%
2021 ⬆️37% (boosted by Cryptos)

Portfolio B (stocks only)

March⬇️19%
2021⬆️7%

Added to: $TDOC $ABNB $HAAC $PLTR (new) $PTON (new) $RDFN (new) $SKLZ $SQ $TSLA $TTD $NVTA $PINS (new) $SE

No sales

1/...⬇️
Added to #BTC #Ethereum #Cardano #Polkadot

Key is quality

I believe in value in quality and disruptors, not value in the dis-intermediated.

2/...⬇️
PS: Buys are based on personal conviction and this is not investment advice. Do your own DD and build your conviction.

Thanks to great people like @BrianFeroldi @drowsyinvestor @BahamaBen9 @skaushi @BackpackerFI @Soumyazen.

The nerves were well held, thanks to y'all.

3/

• • •

Missing some Tweet in this thread? You can try to force a refresh
 

Keep Current with The Investing Plug

The Investing Plug Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @InvestingPlug

19 Mar
Lessons from a $TDOC investor. .

1. Conviction is a super power. @TeladocHealth has been a roller coaster of a stock.

Underlying company has been doing great, projecting FY2021 85% revenue growth but the stock is now where it was 12 months ago. Bulls remain bullish

1/
...
2. The media makes a lot of noise. Tune it out.

Everyday, CNBC mentions $TDOC and some stocks as overvalued, which is true in a rising interest environment.

However, some even say it will never recover. Absurd IMO

They said thesame when $AMZN lost 90% of its value

2/
Telehealth is the now and the future.

The leader is $TDOC, especially with the acquisition of Livongo Health. That was the game changer.

With presence in 175 countries, imagine the revenue streams if they can expand Livongo offerings to half or all of these countries.

3/
Read 9 tweets

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!

Follow Us on Twitter!