CapitalA’s Newsletter

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Introducing my kids university COVID fund
Investing for the next 12 - 15 years
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CapitalA’s Research
1

August 2020

Twilio - 2020Q2 Earnings preview
Q2 20 Earnings Preview
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CapitalA’s Research
July 2020 monthly update: Category Killers, Portfolio review and the Dollar
Hi Everyone,
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CapitalA’s Research

July 2020

ROKU - The digital content aggregator powering the smart TVs
A deep dive into the battleground stock
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CapitalA’s Research
1
The Category Killers - monthly portfolio update
June 2020 update
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CapitalA’s Research

June 2020

The Divergent and a plan
Sorry, this blog post is not about the film Divergent although there is some connection (I think!)
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CapitalA’s Research
The Category Killers - Weekly portfolio update
Hi everyone,
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CapitalA’s Research
The Category Killers: 10 stocks with huge upside potential
Dear friends,
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CapitalA’s Research
3
Stock picking universe for AA Capital
A mix of high quality, high growth , SAAS and Software stocks
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CapitalA’s Research
2
Fastly - investment in the whole of the internet
Secular trend
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CapitalA’s Research
Why invest in the stock market and dollar cost average
For me, investing in the stock market is the best game in town!
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CapitalA’s Research
CapitalA’s top 5 holdings - June 2020
AA Capital’s top 5 holdings - June 2020:
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CapitalA’s Research
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