Topic Archives: Ansys (ANSS)

September 4, 2020 / Travis Johnson, Stock Gumshoe

Friday File: Overvalued Holds (and a Sell), plus more Video Games

Real Money Portfolio updates on DocuSign, Fairfax India and more...

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February 27, 2020 / Travis Johnson, Stock Gumshoe

Friday File: Annual Review Part Six (done!)

Finishing up the Annual Review, including some buys and sells and updates on The Trade Desk, Tiptree, Keysight, Fairfax, Kennedy-Wilson, Innovative Industrial Properties, II-VI, Guardant Health, Fibra Uno, Disney, Crown Castle, Africa Oil and more...

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February 21, 2020 / Travis Johnson, Stock Gumshoe

Friday File: Annual Review Part Five

More Real Money Portfolio re-analysis, including thoughts on Okta, DocuSign, Fastly, Elekta, Wrap and more... plus a new one to watch

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Comments

Travis Johnson, Stock Gumshoe on Friday File: Real World Research, M&A, Beat and Raise Quarters, and Reader Questions / Sep 2, 10:54am

Trade Note:With the shares soaring by 25% or so following the Zoom Video (ZM) ea...

youwannabet on Friday File: Annual Review Part Five / Feb 22, 11:38am

Thanks for the RMP summaries. I enjoy reading your take on your holdings. I own some of these stock, too.ANSS was a ...

Tom on True Momentum / Nov 6, 6:58pm

The most recent recommendation is ANSS...