Hi Multis
The Overview Of The Week is back!
While I announced that there would be no Overview Of The Week for two weeks. Many Multis missed their weekly write-up and I got dozens of messages about why there was no OOTW (or other articles). I see that as a great compliment. When they heard I was on vacation in Sardinia for two weeks, for the first time that long in over a decade, I got many friendly messages from people wishing me a fantastic vacation.
And it was great. I’m essentially always ‘on’ and I ‘work’ 7 out of 7. I put ‘work’ between hyphens because it doesn’t feel like work. This is what I love doing. But switching off completely for two weeks was really refreshing! I feel like my energy reserves are back to where they should be. I prioritized sleep (of which I often don’t get enough), reading, playing chess, swimming and enjoying the beautiful island and coast of Sardinia. For once, no earnings, no stress, and no pressure to publish. I think you can already see this week that it’s paying off for you as well, as this is already the fifth article this week. Let’s look back at the four previous ones.
Articles In The Past Week
The absolute priority I had set for myself was the earnings analysis of The Trade Desk earnings. I took my time to dig deep and you can find the result here.
The second article was about another company that didn’t have great earnings, Celsius. You can read that analysis here.
Even during my vacation in Sardinia, I kept up my Duolingo streak. I mostly do chess now, but also sometimes Italian. I analyzed the most recent earnings in this article.
Yesterday was the 15th of the month and traditionally, that’s time for the Best Buys Now. They are doing great so far this year, beating both the S&P 500 and the Nasdaq convincingly, by 13% and 12.5% on average.
With the new Best Buys Now, I feel confident I can keep up the winning streak. You can find the selection here.
Memes Of The Week
No memes this week.
Interesting Podcasts Or Books
I didn’t read anything that had to do with the stock market during my vacation, and as for podcasts, I listened to a few, but in Dutch. For those who can listen in Dutch: De Beursvoyeurs Zomer, with my friends Jurgen Vluijmans (about Bill Ackman) and Pieter Slegers (about Warren Buffett).
I also listened to Philippe Gijsels talk about William O’Neil, which made me decide to read O’Neil’s book. I’ve had it for years but never started it. I still have to finish another one (a manuscript of a friend I’m proofreading) and then I will learn more about O’Neil’s CAN SLIM method.
The markets in the past weeks
Let’s check.
It was a great three weeks, as you can see. The Nasdaq won 7.02%, the S&P 500 5.04% and the Russell 2000 4.72%.
The Greed & Fear Index jumped from FEAR territory before I left to GREED.
Below: the lawsuit one of my picks is facing (and why I don't see it as a thesis breaker), the two picks that jumped 36% in three weeks, the 12 other picks that were up more than 5%, the big SMB opportunity one of my picks just started to deploy, and much more. The Best Buys Now beat the indexes by 13% on average this year. Don't want to miss the next ones?