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Francis - Analyst Profile picture
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2 Oct, 4 tweets, 5 min read
Many seem to be interested in Saul's 32% CAGR; If you want to master his philosophies. These are two great accounts to know:

1/ @StockNovice
2/ @GauchoRico

* Focus on their process & logic rather than just picks
* FYI - This is Saul's board boards.fool.com/sauls-investin…

Next - 1/4
2/ Great FREE blogs for starters:

To be a good growth tech stock picker. It involves work, obsession with the process and the key is to internalize all these blogs

+ thestocknovice.substack.com/p/portfolio-si…

+ thestocknovice.substack.com/p/preparing-fo…

+ gauchorico.com/growth-stock-a…
+ See monthly summaries
3/ #FF - Few *low-key* great A/C's worth following in general:

+ @investing_bear
+ @Chris_Conforti
+ @xponentialdave<visit blog>
+ @VNunnemaker<visit blog>

Other cool Investors <6k
+ @parkcassady
+ @corbinw22
+ @MT_Capital1
+ @BlaineCapital
+ @HonestInvesting

Cheers. x
4/
 As FYI Original post below:


It's key to realize that this style of Investing doesn't fit *everyone*. Though, there are some general applicable skills. Focus on what fits your style.

Any other good resources beyond those blogs out there?
Please share!

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More from @InvestiAnalyst

Francis - Analyst Profile picture
4 Oct
Few Highlights behind the $UPWK Thesis:

LTM:
• $UPWK: 154%
• $FVRR: 16%

YTD:
• $UPWK: 42%
• $FVRR: (-7%)

NTM:
• In my opinion: $UPWK outperforms $FVRR
[Save this tweet]

Let's review a few snippets behind my thesis: Thread👇
1/ First, a bet on any Biz' is the Management. Let’s start here.

I’ve seen @hydnbrwn on social channels. I’ve been impressed by their passion for @Upwork' mission. I almost can’t tell the difference btw a Founder vs CEO!

The New Mgmt additions LTM have been strong. Thanks, HB!
2/ @AznWeng shared a couple of data points from Revelera showing massive accelerations in the No of new clients showing their products on UPWK. *July and August* seem to have the strongest momentum in their history.

All Courtesy of @Revealera ImageImage
Read 18 tweets
Francis - Analyst Profile picture
28 Sep
Saul Rosenthal: A great who from 1989-2007 averaged 32% returns compared to the market’s 12%.

Now lives off his portfolio, a few advice based on excerpts from an article 5-years ago:
1/ Contrarian mindset & Market Timing:
2/ Portfolio Sizing and Concentrated bets:
Read 7 tweets
Francis - Analyst Profile picture
27 Sep
Cloud Adoption is still in early Innings:

Amazon AWS continues to lead, at roughly 23% Cloud adoption rates -there is run for small hyper scalers.

As at Q2 2021, global cloud infrastructure revenues amounted to $50B+

I've started a position in $DOCN in Portfolio 2:
Next 1/3 ImageImage
2/ I've got high expectations for $DOCN

As at TTM: $366M,

Last 4-Qtr's of *accelerating* growth
+ 24%
+ 26%
+ 29%
+ 35%
QoQ Growth: 10%

Ops Income Past 4'Q's:
-17%
2%
-8%
2%
34%

EBITDA Margins: 22% in 2019 > 30% in 2021

FCF: 14%

At EV/S of 22x, this is fair.
3/ $DOCN appears to have carved out a niche in a 150B market. Many customers rave about the ease of adoption.

This is in my Port-2. Next Qtr, if growth doesn't exceed 34% YoY in Revs or ARR's and customer count doesn't exceed 610K - I'm out.

I'm long as long as the thesis holds
Read 4 tweets
Francis - Analyst Profile picture
27 Sep
Major Technology Trends based on Executives & Venture Money published by Mckinsey Today: *Read the full below

I'm long & bullish:
1. $PLTR (Applied AI, ML)
2. $PATH (Next-Gen Automation)
3. $CRWD (Cyber-risk)
4. $ZS & $NET (Trust Architecture)

We're still in early innings!
McKinsey Tech Trends Index:

Mapping based on some of these technology maturities and industry/corporate adoption.

The next decade of technological progress will be mind-blowing.

See excerpts from the report below o
By 2022, 70% of companies will employ hybrid or multicloud-management technologies, tools, & processes, which are the hallmarks of distributed IT infrastructures.
Read 8 tweets
Francis - Analyst Profile picture
22 Sep
There is an Emergence of Canadian Tech Companies beyond these leaders:

$SHOP (eCommerce)
$LSPD (Payments)
$DCBO (Enterprise Learning)
$MAGT.TO (Security)
$NVEI (Cross-border Payments)

A Briefing thread on the Canadian tech ecosystem and funnel:
2/ I've done a write-up on most of the top Canadian names:

First was $DCBO Docebo in January. An enterprise learning company accelerating its growth rate, customer adoption and a leader in LMS systems. Stock has been crazy!

investianalystnewsletter.substack.com/p/docebo-inc-l…
3/ $NVEI.TO: Global electronic payment processor. They have a proprietary platform that offers direct connections to all major payment cards.

They solve payment issues for complex transactions in over 150 different currencies using 450 payment methods.
investianalystnewsletter.substack.com/p/nuvei-corpor…
Read 15 tweets
Francis - Analyst Profile picture
10 Sep
Portfolio Holdings as of Sept 10: (As Earnings wraps up)

$UPST - 19
$CRWD- 16
$AFRM- 10
$UPWK - 9
$PLTR - 9
$NET- 7.5
$APPS - 4
$CFLT - 3.5
$WELL.TO - 3
$PATH - 2
$AGC (Grab) - 1

+ Organic growth of the portfolio especially $AFRM & $UPST
+ Invested: 85%
+ Cash: 15%

Thread 1/
2/
 Portfolio 2: (Balanced/Slightly conservative Portfolio):

$SE - 19%
$AMD - 18%
$ZIM - 13%
$CRWD
$ZS
$CTS.TO
$FCX
$STLD
$LC
$EXPI

Invested: 87%
Cash: 13%
Criteria for this portfolio is primarily quants, profitability and high cash-flow companies.
3/
 Actions:
+ New Buy: $CFLT in my core A/C
+ Increased allocation to $SE & $ZIM post earnings
+ Temporal Exits of $ETSY $SOFI $CARE.TO $LMND.
+ For $ETSY & $SOFI - Growth has significantly slowed down, there are a few metrics I'll track in Q4 for both to re-purchase.
Read 12 tweets

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