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Showing posts from December, 2023

Annual Report 2023

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Introduction     As I wrap up my second year of investing, I believe it's beneficial to reflect on my journey and share insights with my audience. While I'm still navigating the early stages of investing, the journey has been filled with invaluable lessons. As seasoned investors often advise, mistakes are essential for growth in this realm. While I started with enthusiasm, some decisions have taught me the importance of caution and thorough analysis. I've become acutely aware of the concept of opportunity cost, especially given the myriad asset classes available in today's market landscape. My intention isn't to flaunt my successes but rather to candidly discuss the challenges I've faced and the patterns I've observed. My aim is to provide clarity on specific topics and events, hoping to enlighten those seeking a deeper understanding. I trust you'll find value in this reflection and glean useful insights from it. My Performance:    To avoid excessive sel

Weekly Earnings Review: November 27, 2023- December 1, 2023

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     Stocks continue to rise as we enter the final month of trading for the year. The S&P 500 and Nasdaq had another stellar month. Bond yields continue to fall, as interest rates have seemed to reach their peak. Estimates are all over the place when it comes to when cutting will start and how many cuts we will see next year. I added a new mantra to particular companies. I want to add some visual pieces to the post to entice the readers. Hope you guys enjoy the visuals and the excerpts. Stay investing! Monday, November 27, 2023 Zscaler (ZS)-      Zscaler continues to carry its momentum, as the company beat on both the top and bottom lines. The company achieved 40% growth on the top line and saw impressive growth on the bottom line as well. Management raised guidance and are expecting around 30% growth on both the top and bottom line. What is so impressive about this company is that they are achieving high growth and high profitability. This is a feat that a lot of software companie