I am not a savant - In case you missed it Jun 19th 2022
Gallimaufry: Here are some popular posts from Beachman over the last 4 weeks
Investors are quickly waking up to the reality that we are in a completely different macro-economic and monetary policy situation. One cannot deny that growth stocks need to be analyzed, chosen and invested in using a different mindset and approach.
When did Beachman first post about the importance of cashflows, margins, healthy balance sheets and a path to profitability for growth stocks? On Jan 9th 2022 here.
When did Beachman share his approach to evaluating an earnings report? On Jan 25th 2022 here.
When did Beachman start providing actionable comparisons between competing growth businesses like CRWD and S, MDB and CFLT, MNDY and ASAN? On Mar 18th 2022 here.
When did Beachman first discuss the need to focus on picks and shovels cryptos that serve one or more use cases rather than the store of value or inflation hedge mantra? On Jan 4th 2022 here.
And I have several more recent examples, including:
what I was expecting over the past two weeks from Jun 6th - 17th 2022
my read on QT starting on June 1st and how it could rile up the markets
my approach for taking advantage of recent bear market rallies
preferred buypoints that I provide regularly to my paid subscribers
I don't claim to be a savant or fortune-teller. I just follow the numbers and make my investing decisions based on them.
Earlier this month, I have started laying out the construct for my comeback portfolio…see links below. My first stock picks will be published this coming week.
If you like my writings and analytical approaches, consider becoming a paid subscriber today for the cost of less than a latte a month (Starbucks just increased their prices, btw).
If you are a paid subscriber, thank you! Consider upgrading to a discounted annual subscription or give someone else a gift subscription. Hey, today is Father’s day!
I am a one-person team doing all the due diligence and pencil-sharpening myself. Your paid subscription helps keep my work going.
Here are some popular Beachman posts from the past 4 weeks:
All paid content listed below
Paid subscriber content