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A community that amplifies insights from top investors, backed by the performance and portfolio in their linked brokerage accounts.

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Joined February 2017
"So if most of China's lower-income peers aren't seen as attractive places to move their basic manufacturing operations to, where do the manufacturers go? The answer: they go to Africa." via @JoinCommonstock commonstock.com/post/591aae2…
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Zen and the Art of Motorcycle Maintenance is a great book and I suspect I need to reread it for a better understanding of its profoundness. Discussions therein on "Quality" and "Stuckness" have universal applications, including personal investing: commonstock.com/post/a2ea681… via @JoinCommonstock
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I did indeed, good memory V! I have a @JoinCommonstock post for almost everything at this point though 😂 Make sure to watch the video at the end, disturbing stuff. commonstock.com/post/228772b…
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ICYI - I did a deep dive on the company on @JoinCommonstock commonstock.com/post/696f56c…
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Commonstock retweeted
I shared a post on Commonstock on $WMT Q4 2024 Earnings and @KoyfinCharts great features - get 10% discount commonstock.com/post/7a360e0… via @JoinCommonstock
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If you can't learn from your mistakes, feel free to learn from mine - because I make enough for both of us. Lessons in FOMO in my @JoinCommonstock post today: commonstock.com/post/572d46c…
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I shared a post on Commonstock on the topic of "Quality" in the consumer space, as inspired by the book Zen and the Art of Motorcycle Maintenance "Quality" stocks: $NKE $AAPL $TSLA $COST? What about $BIRD $PTON? @JoinCommonstock commonstock.com/post/d5803ff…
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I shared a post on Commonstock on AI commonstock.com/post/0536b9b… via @JoinCommonstock
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Personal Portfolio As of July 31, 2023 1. $MELI 12.1% 2. $MSFT 9.3% 3. $DDOG 8.6% 4. $CRWD 8.3% 5. $NVDA 8.2% 6. $AMZN 8.0% 7. $AMD 7.7% 8. $CROX 5.6% 9. $MDB 4.8% 10. $SE 4.6% -Top 10 Positions: 77.2% -Cash: 11.3% -Rest of Portfolio: 11.5% +56.5% YTD
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Sector Rotation Well Underway - Evidence Points to YES #Commodities My latest on @JoinCommonstock commonstock.com/post/310b234…
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Snowflake and Databricks held their annual user conferences during the last week of June. In this post, I parse through all the product announcements and try to infer how each is positioning their platform relative to the evolving AI opportunity. $SNOW commonstock.com/post/8b20c5f…
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I shared a post on Commonstock $MSFT commonstock.com/post/2adc003… via @JoinCommonstock
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I shared a post on Commonstock on Online Shopping Conversion Rates commonstock.com/post/84e611c… via @JoinCommonstock
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Watching the #earnings season as markets turn #Bullish and strategic pivots made by growth companies transpire in their numbers. In contrasting fortunes $TSLA and $DIS are seeing different #PriceAction. Read more via the article link below: @JoinCommonstock @Tesla @Disney
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From investment banks in the late 1990s, to private equity firms like $APO $KKR and $BX in 2018 & 2019, to BDO in 2023 Many big companies have switched their legal structure from an LLP to a C-Corp. But why? Read here to learn more 👇 commonstock.com/post/70d681f…
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7: @JoinCommonstock What: A social platform for investing. Think Twitter, but designed around finance.
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