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Chris Perruna Profile picture
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10 Jul, 14 tweets, 3 min read
12 Notable Leaders Near 200d ma

All growing sales by at least 30% QoQ
Most with positive EPS QoQ

$APPS
$CHGG
$CHWY
$ETSY
$MELI
$NOW
$OKTA
$PTON
$SNOW
$TSLA
$TTD
$ZM
$APPS - $64.29
$CHGG - $85.24
$CHWY - $85.57
$ETSY - $195.09
$MELI - $1,554.97
$NOW - $566.37
$OKTA - $251.84
$PTON - $117.84
$SNOW - $269.49
$TSLA - $656.95
$TTD - $77.95
$ZM - $385.08
All charts from @MarketSmith 👆

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More from @cperruna

Chris Perruna Profile picture
1 Jul
Growth Account | June 2021 Holdings:
+11.19% in June
+9.42% YTD

$PLTR: 7.9% of portfolio
$TDOC: 7.1%
$NET: 6.8%
$SE: 5.9%
$CRWD: 5.4%
$SQ: 5.2%
$ROKU: 4.9%
$U: 4.7%
$DDOG: 4.5%
$ZM: 4.1%
$CMLF: 3.6%
$PINS: 3.4%
$APPS: 3.3%
$MRVI: 2.7%
$FSLY: 2.5%
$IPOE: 2.0% (Calls)

Cash: 26.0%
2) Con't:

Cash by (end of) month 2021:
Jan: 5.2%
Feb: 9.1%
Mar: 41.7%
April: 30.9%
May: 35.6%
June: 26.0%
3) Account YTD, at end of month:

January 31st: +8.35%
February 28th: +5.92%
March 31st: -2.81%
April 30th: -3.02%
May 31st: -1.59%
June 30th: +9.42%

YTD Account high: 2/09/21
YTD Account low: 5/13/21
Read 4 tweets
Chris Perruna Profile picture
29 Apr
1 / $TDOC

Revenue of $454M grew 151% y/y

Adjusted EBITDA of $56.6M grew 430% y/y

FY-21 Revenue guidance range raised to $1,970M to $2,020M, up from $1,950M to $2,000M

2Q-21 Revenue guidance range $495M to $505M

FY-21 Adj. EBITDA guidance range maintained at $255M to $275M
2 / Continued progress on integration of Teladoc and Livongo, including enabling Teladoc physician referrals into chronic care programs.

% of chronic care members enrolled in more than one program has grown more than 3x year-over year to >15% (was less than 5% last year).
3 / Cash, Cash Equivalents, & ST Investments
(as of March 31, 2021): $723M

Convertible & LT Debt on Balance Sheet
(as of March 31, 2021): $1.35B

Operating Cash Flow (1Q-21): $(18M)

Capital Expenditures + Capitalized Software
Development Costs (1Q-21): $13M
Read 7 tweets
Chris Perruna Profile picture
11 Apr
THREAD // How I Invest

1. Successful Investing starts with Education
2. Psychology of Trading & General Rules
3. Essentials of Fundamental Analysis
4. Master Technical Analysis
5. Screening for Stocks
6. Making a Watchlist
7. Money Management
8. Diversification of Accounts
1 // Successful Investing starts with Education

Following 2000-2002, I realized that I needed an education to help me understand many of the topics mentioned in this thread.

So, I started to educated myself using books. Seek mentors as well.

Then DO!

2 // Psychology of Trading & General Rules

Develop a working SYSTEM (for you)
Preservation of capital
Consistent profitability
Cutting losses short
Superior returns

Understanding “You”:
What is your general personality?
What influences your decisions?
What is your lifestyle?
Read 15 tweets
Chris Perruna Profile picture
2 Apr
THREAD // The Pareto Principle: 80/20 Rule

“The Pareto principle (also known as the 80-20 rule, the law of the vital few and the principle of factor sparsity) states that, for many events, roughly 80% of the effects come from 20% of the causes.

Works with trading as well...
2 // The original observation was in connection with income and wealth. Pareto noticed that 80% of Italy’s wealth was owned by 20% of the population. He then carried out surveys on a variety of other countries and found to his surprise that a similar distribution applied.
3 // Note that 80/20 is simply shorthand for a very lopsided relationship between causes & results. The numbers don’t have to add up to 100. In some cases, 30 percent of causes may lead to 70 percent of results. Or the split may be 80/10, or 90/10, or even 99/1.
Read 10 tweets
Chris Perruna Profile picture
1 Apr
THREAD | 15 Stocks I'm Watching

Sorted by Average Sales % Change Past 4 Qtrs

$FLGT
$PTON
$APPS
$MRVI
$FVRR
$TWST
$DMTK
$CHWY
$MGNI
$U
$NVTA
$TXG
$UPST
$ABNB
$CRSP

Data & charts via @marketsmith
1 / $FLGT - $99.98, 47% off the all-time high set back in February. Sales have increased 1,196%, 883% & 105% the past three qtrs and EPS are positive.

Building a range between $80 and $120.

Institutional sponsorship is up 35% past qtr.

Interested.

Chart: @MarketSmith
2 / $PTON - 112.42, down 34% from highs but building a base at the 200d ma.

Sales up 128%, 232% and 172% the last 3 qtrs. How well can sales hold up post COVID?

Institutional sponsorship went from 254 to 855 past 4 qtrs.

One to grab if this base holds.

Chart: @MarketSmith
Read 16 tweets
Chris Perruna Profile picture
29 Mar
Three 2021 buys not going so well:

$CMLF -$13.67, down 16% on a 4.6% position.
Bought 3/25 at $19.10 on 2/26 & $13.45 (cost basis $16.28)

$SKLZ - $18.00, down 42.7% on a 1.7% position.
Bought 3/3 at $31.45

$IPOE - $16.44, down 13.5% on a 2.2% position
Bought 3/15 at $19.01
$CMLF buy tweet:

Holding and feel positive on potential.

$SKLZ buy tweet:

Holding, has been a mistake so far (based on price action alone). I do see a comeback but you never know.

Read 5 tweets

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