Investing for the next 12 - 15 years
CapitalA’s Research
Q2 20 Earnings Preview
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Hi Everyone, What an incredible month of July! There has been a lot on my mind lately so lets get straight to it. Category Killers The Category Killer …
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A deep dive into the battleground stock
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June 2020 update
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Sorry, this blog post is not about the film Divergent although there is some connection (I think!) Hi everyone, I hated writing in school (and it does …
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Hi everyone, What an INCREDIBLE week it has been since we introduced a high quality, high growth stock portfolio of ten stocks “The Category Killers” l…
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Dear friends, I am always on the look out for stocks with dramatic price appreciation potential over the coming years in an effort to find the next App…
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A mix of high quality, high growth , SAAS and Software stocks
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Secular trend One of the big secular trends I like to follow is the move to the cloud. Every single year more and more people, countries gain access to…
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For me, investing in the stock market is the best game in town! The S&P index returns start in 1926. Since 1926, which is the last 94 years, the S&P500…
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AA Capital’s top 5 holdings - June 2020: 1 - Fastly $FSLY 2 - Livongo $LVGO 3 - CrowdStrike $CRWD 4 - DataDog $DDOG 5 - Gold $GLD Write ups to follow! …
CapitalA’s Research