Stocks

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Growth Tech Stocks (Low margins, high revenue/income)

Uber
FB
break down https://www.unhedged.com/companies/5c548a21453c8c631e62dafc/_/transcripts/5efde2fb78b7f728ce43861c/
Draftkings
Slack

Watching

Airbnb
Instacart
Palantir
Quicken Loans
Robinhood
Snowflake

Equities in 2020

Those aged 55+ owned 75% of US equities in 2020

That figure was 52% in 1990

Meanwhile the under-40's held just 4%
https://twitter.com/Callum_Thomas/status/1284609027796881411/photo/1

July 20, 2020 - Cell Phone sales down YoY

Useful point to understand about stocks: These are real people deciding where to put real money.

Thesis: American tech companies with global customers (Twilio, MTCH, Cloudflare, Slack, FANG)

Rackspace IPO review

August 01, 2020
I made a mistake and invested a considerable amount of money into a small cap stock off rumors of a large beat. Lessons learned
Small caps lack liquidity hurting it's attractiveness
If you don't understand the players in the game, you're at a disadvantage
If you would have known that most investors were pump/dumpers you could have forseen people taking profits after earnings (buy rumors, sell news)

Bull Sentiment - Lead as the swing starts and continues, repel as the swing has swung to the negative extreme.

When the music on you dance, just have a next move when the party ends.

During an election year, the incumbent party is incentivized to prop up the market by any means necessary (inflation)

As long as you don't sell your stock, you haven't lost any money. Once you do, you have.

Unstarred

Dunk (exclude from study)

Stocks

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Sensemaker