Friday File Part 1: Fire, Tech, and “Too Big to Grow”
by Travis Johnson, Stock Gumshoe | October 8, 2021 7:59 am
A few minor updates and three add-on buys in the Real Money Portfolio
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Source URL: https://www.stockgumshoe.com/2021/10/friday-file-part-1-fire-tech-and-too-big-to-grow/
Okey, SHOP again … 🙂 By coincidence The Fools SA yesterday re-recommended it also …
Seems like the Motley Fool has been pitching SHOP every other week for five years now, when they find a favorite they really sink their teeth in!
MF reco’d DOCN at end of SHOP webcast. Very long DOCN.
Interesting, thanks — is SA doing their monthly recommendations as webcast presentations now?
Yeah live performance on stage to prevent leakage… In fact I like this new concept. Not all reveals are great but ok.
Nice to hear…I bought into DOCN after that short seller said to.
I bought DOCN Digital Ocean 2 months ago, on Travis reco – a little microdose 0.10% of portfolio; than added a month ago, about 0.20% of portfolio. Thanks Travis. think I might try a little MGIC Magic Software at 0.25% of portfolio, as you suggested in Part 2 of Friday File yesterday.
I’ve been watching the market for four decades. My first stock purchase was AAPL in 1997 and it was done because I wanted to put my money where my mouth was that Jobs coming back would save the company.
What I am trying to say is that I think you are overthinking things when it comes to “valuation”. I never look at the price of a stock, it’s irrelevant to me. I think of the company, its product(s)/services, its market size, competition, trends, etc. Then, I either buy or not.
Enjoyed the post. Like you its always been harder for me to stay “disciplined” and let extortionary companies run (Cloudflare at the moment) compared to avoiding FOMO or overpaying for one. I’m sure you have brought this up before but is there any particular reason(s) you don’t own Microsoft? It seems like the type of company you would have in your portfolio.
No good reason, just a dummy. Ive never owned either Microsoft or Netflix among the biggies.