Stock picking universe for AA Capital
A mix of high quality, high growth , SAAS and Software stocks
Dear friends,
Here is my stock universe which is a mix of high quality, high growth, SAAS and software stocks.
In a nutshell, this is my hunting ground and the list is updated on a regular basis. It was a great place to look for new ideas / add to existing positions when the stock markets crashed back in March due to COVID-19 fears.
Time permitting, I plan on posting it on a regular basis on my blog here for my readers along with my personal insights on how I use moving averages to enter new ideas, scaling into and out of existing positions.
Hope you enjoy!
AA Capital Stock universe as of close of play 7 June 2020:
Good list that provides a lot of food for thought. I'm in a fair amount of these myself, most recently taking a position in BL. I forget when it launched it's IPO, so it may not have been public at the point of this post, but surprised not to see NCNO on here.
Do you plan to post this monthly with newcomers, leavers and revised Earnings Dates? Als, is this manually put together or scraped from sources (I ask because the 200 Day Chart field is a good addition and something I'd like to know how to pull in myself)?
Finally a couple you might want to look into for future ideas (I'll presume you're already all over these but just in case...): RKT, VSTA, BEKE, PACB, LMND/DCT, OSTK, W, FVRR, EBON, API, VRM, SDGR, CYRX* and a number of SPACs, which I presume you don't touch in the absence of fully formed data, eg. GMHI, SAQN, JFK.
*Caveat: these suggestions are a mix of assets I have either done some DD on or are in my queue for DD.