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November 2020 Portfolio Review

Is it Lady Luck or Mad Skillz?

October 2020 Portfolio Review

"Dammit! I wish I had so-and-so's returns."

September 2020 Portfolio Review

Thoughts on Portfolio Management

August 2020 Portfolio Review

"Hey! What stock should I buy?!?"

July 2020 Portfolio Review

Valuation and Hyper-Growth Stocks

June 2020 Portfolio Review

Buying Low, Selling High and Understanding the S-Curve

May 2020 Portfolio Review

Growth Investing vs Momentum Investing

April 2020 Portfolio Review

Using Company Guides to Create Estimates

Preparing for Earnings Season

Riffing on ROKU

March 2020 Portfolio Review

February 2020 Portfolio Review

January 2020 Portfolio Review

2019 Portfolio Year in Review (contains external links to all 2019 monthly recaps)

2018 Portfolio Year in Review (the one that got me started)

How did I get here and why am I doing this?

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