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Introducing my kids university COVID fund
Investing for the next 12 - 15 years
Sep 27, 2020
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Introducing my kids university COVID fund
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August 2020
Twilio - 2020Q2 Earnings preview
Q2 20 Earnings Preview
Aug 4, 2020
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Twilio - 2020Q2 Earnings preview
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July 2020 monthly update: Category Killers, Portfolio review and the Dollar
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…
Aug 2, 2020
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July 2020 monthly update: Category Killers, Portfolio review and the Dollar
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July 2020
ROKU - The digital content aggregator powering the smart TVs
A deep dive into the battleground stock
Jul 15, 2020
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ROKU - The digital content aggregator powering the smart TVs
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The Category Killers - monthly portfolio update
June 2020 update
Jul 1, 2020
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The Category Killers - monthly portfolio update
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June 2020
The Divergent and a plan
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…
Jun 21, 2020
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The Category Killers - Weekly portfolio update
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…
Jun 19, 2020
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The Category Killers: 10 stocks with huge upside potential
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…
Jun 14, 2020
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The Category Killers: 10 stocks with huge upside potential
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Stock picking universe for AA Capital
A mix of high quality, high growth , SAAS and Software stocks
Jun 8, 2020
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Stock picking universe for AA Capital
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Fastly - investment in the whole of the internet
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…
Jun 7, 2020
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Fastly - investment in the whole of the internet
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Why invest in the stock market and dollar cost average
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…
Jun 7, 2020
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Why invest in the stock market and dollar cost average
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CapitalA’s top 5 holdings - June 2020
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…
Jun 7, 2020
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CapitalA’s top 5 holdings - June 2020
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