Earnings Portfolio Strategy - Sharing Thoughts, Strategy, and Thesis
Talking Stock Picks, Portfolio Strategy and Planning
There are a few things I find the most valuable when I read/watch other stock pickers content. Getting new stocks to review is obviously one of the most important but also learning about strategy, mindset and thought process behind portfolio management. It can become really impactful and influence my long term decision making process and investing framework.
In this publication, I’ll talk through a few stocks I own. For each, i’ll give a quick thesis with top-line financial results and what I’m looking for in the future for each position. This is especially applicable to upcoming earnings for all these stocks. The goal by the end of this letter is to:
Put high growth stocks on your radar and what to look for during this earnings season
Get a unique perspective on one of your favorite positions (if you own one of these)
Provide more transparency into my portfolio
If there’s any sort of feedback you’d like to share please comment below for all of us to read!
I know I love hearing from you guys.
Estimated time to read: 15 Minutes
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