Part 2: Earnings and Portfolio Strategy
Last time I covered 10 high growth stocks, let's cover a few more this time!
Earnings season is upon us! This is arguably one of the most important times for portfolio managers and traders. The questions we typically ask our selves are:
What stocks should I be watching?
For potential new investments, what happened last quarter’s earnings and what should I look for this time?
What are the risks that I need to be aware of for my investments?
Should I sell now and re-enter later?
In what case should I cut this investment and move on?
As investors, portfolio managers and traders we constantly struggle with optimizing the performance of our portfolio to maximize our returns. By no means do I believe I have all the answers, but what’s very helpful is to hear the thoughts of other investors. As a collaborative community, we can make better choices and manage risk effectively. I invite you to leave a comment and let me know your thoughts and feedback on any of the last stocks I covered, or stocks I’ll cover this time.
In my last letter to members, I covered: UPST, PLTR, APPS, INMD, SI, DOCN, OLPX, AMPL, DLO and GLBE. Incase you missed it, here’s a link:
With each company I gave a brief description on the business, what to look for with this upcoming earnings and expectations of each business. My goal with this is to give you, the reader, stock ideas, set ups, and a guide to navigate new or familiar, exciting, high growth investments. For this publication, I will cover a few high growth investment ideas in preparation for an exciting earnings season. Stocks I’ll cover:
eXp World Holdings $EXPI
Nuvei Corp $NVEI
ZoomInfo Technologies $ZI
FuboTV $FUBO
SoFi $SOFI
Bright Health Group $BHG
PubMatic $PUBM
Agrify $AGFY
GitLab $GTLB
Brilliant Earth Group $BRLT
It’s a whole lot of content, ideas, and insight that’s designed to get right to the point to save you time. All companies above are organized in that exact order so you can scroll to the ones you want to read about the most.
Estimated time to read: 20 minutes
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