Sale of 500 DT shares and purchase of 1000 shares of NU and 30 shares of Datadog We made some portfolio adjustments this morning. We sold 500 shares of Dynatrace at $47.79. We were not pleased with the company’s earnings report-particularly its forward guidance for ARR growth. After a couple of quarters of mentally making…
Bought 60 shares of Datadog at $116.69 We added 60 shares of Datadog to our position in the high growth model portfolio at a price of $116.79. After bouncing from post earnings lows, based in part on a new purchase recommendation by the analyst at Baird, the shares have pulled back. For the reasons listed…
Sale of 300 shares of Procore (entire position); purchase of 100 shares of Shift4, 200 shares of Sentinel One; 100 shares of GitLab; 100 shares of Affirm; 100 Shares of UiPath We made some portfolio changes in the high growth portfolio today. We decided to eliminate the last of the Procore position, selling 300 shares while adding…
Sold 200 shares of Procore and bought 400 shares of GitLab Earlier today we made a change in the Ticker Target High Growth portfolio. We sold 200 shares of Procore, reducing our position to 300 shares and a weighting of 2.5%. We sold the Procore shares at a price of $81.89 and the net proceeds were…
Sales of 100 shares of Veeva (entire position); 200 shares of Procore and 320 Nutanix-Total Sales of Purchase of 300 shares of UiPath; 500 Shares of Nu Holdings; 633 shares of Pagaya; 400 shares of SentinelOne and 30 shares of Zscaler As we indicated in the post we sent on Thursday, we decided to make…
Pure Storage and it Meta relationship; Pagaya’s secondary; A review of the SentinelOne quarter and its outlook Pure Storage. Since making a high of $57/share soon after its earnings report, Pure shares have fallen about 12%. While some of the decline could be linked to profit taking, much of it is really a function of…
Adding 400 shares of Global-e to position This morning, we added another 400 shares of Global-e to our current position, bringing our holding to 1600 shares. We paid $$32.29 for the shares, which cost about $12,925. This brings our margin balance to $236,855. The margin balance is now about 24% of the value of the…
We had the opportunity to sell our Perion position this morning as the shares reacted to news of a $60 million buy back. Our sale price for $24.41. This netted $16,955. Owning Perion shares has been less than a pleasant experience. The shares are down more than 30% since we entered the position. We redeployed some of…
Dynatrace and Affirm – The opportunities are substantial I often tell subscribers and others that trying to trade earnings releases is a fool’s errand. I have tried to provide advice to a variety of clients for many years. I hope that I can share some of the experiences that I have had. An institutional sales…
Sale of 320 shares of Datadog @ $136.59; Purchase of 1000 shares of UiPath @ $25.09; Purchase of 200 shares of Affirm @ $45.59 We made some portfolio changes this morning. We sold about 1/2rd of our DDOG position as it spiked into the opening. The shares are close to their yearly high. The company is…