Sitemap - 2022 - Beachman’s Newsletter
State of the markets - Dec 27th 2022
Positioning for 2023: Part 4 - What kind of growth stocks do we want to own in 2023?
State of the markets - Dec 19th 2022
Positioning for 2023: Part 3 - Q3 report card for my stocks
Positioning for 2023: Part 2 - Goal, principles and methods
State of the markets - Dec 12th 2022
Positioning for 2023: Part 1 - Approach
Understanding cashflow risk in startups
State of the markets - Dec 5th 2022
Beachman's comeback portfolio - Nov 2022 report
How to use stock screeners effectively
State of the markets - Nov 28th 2022
BILL - A closer look behind the curtain
Beachman's current portfolio (Apr 22 2024)
State of the markets - Nov 21st 2022
The Thanksgiving that almost never was
State of the markets - Nov 14th 2022
Heads up about Dec 1st, 2022 changes to the Beachman's Newsletter
State of the markets - Special edition Nov 11th 2022
Is MDB the database technology of the future?
State of the markets - Nov 7th 2022
Tech investing has never been easy and has always been risky
Beachman's Comeback Portfolio - Oct 2022 report
Heads up about Dec 1st, 2022 changes to the Beachman's Newsletter
Can HCP compete with the cloud giants and win?
State of the markets - Oct 31st 2022
State of the markets - Oct 25th
An important lesson in leverage, margin and policy
Why I bought this crypto recently
Will the looming macro slowdown impact ZI's fortunes?
How Wall Street uses complexity to exploit you
How to evaluate Q3 earnings reports
Using subjective criteria to judge a company and their leadership
In case you missed it - Sept 2022
Does GTLB deserve it's post-earnings rise?
State of the markets - Oct 7th
We are now the Markets and Mojitos podcast!
Would I buy ARK's new venture fund? - Part 2
Beachman's Comeback Portfolio - Sept 2022 Report
Is IOT really transforming 40% of the global GDP?
Would I buy ARK's new venture fund? - Part 1
Beachman's plan for week of Sept 26th
Q2 earnings wrap-up: Updated Beachman scores, new leaders and fallen heroes
Is ABNB going to be a multi-bagger?
Beachman's plan for week of Sept 19th
Why did MNDY's stock perform better than the market in Sept?
Introducing Beachman's to-be-named podcast
August's inflation report might be good for investors
Beachman plan for week of Sept 12th
August was mostly hypothetical noise
Beachman's Comeback Portfolio - Aug 2022 Report
Its time to slow down and take a breath
In case you missed it - August 2022
Markets have 2 months to bottom
Now my watch (party) begins...again
Beachman's comeback portfolio - Part 8 (Cloud infrastructure picks)
Beachman plan for the week of Aug 15th
Is a little inflation really that bad?
Is this a bear market or a bull market?
AAPL is a services juggernaut- Q2 earnings report
Beachman's comeback portfolio - Part 7 (Barbell hedges and initial portfolio report)
In case you missed it - July 2022
Beachman Learning Portfolio July 2022 - Final report
Don't be a crab during bear market rallies
Beachman's comeback portfolio - Part 6 (E-commerce picks)
When will markets bottom - Part 2
Investing in "scary" international markets
Beachman's comeback portfolio - Part 5 (Semiconductor picks)
Beachman Learning Portfolio June 2022 report
Beachman's comeback portfolio - Part 4 (Crypto picks)
RPO is now more important than ever
Beachman's technical chart setups
When will markets bottom? - Part 1
Beachman's comeback portfolio - Part 3 (Cybersecurity picks)
I am not a savant - In case you missed it Jun 19th 2022
Beachman's comeback portfolio - Part 2
Happy Hour! A discussion thread
Color me more bullish now...for the right stocks
Beachman's take on the market - June 13th
Q1 earnings wrap-up: Updated Beachman scores, new leaders and fallen heroes
Beachman's best and worst financial moves
Beachman plan for the next 2 weeks (June 6th onwards)
Beachman's comeback portfolio - Part 1
Where do we stand with valuations?
Let's play this bear market rally smartly
Quantitative tightening could be more consequential than the June CPI print
Don't believe the "mission critical" snake oil
In case you missed it May 23rd 2022
It's time to plot our comeback - Part 3
Portfolio report porn is a curse
Beachman plan for the week - May 16th
It's time to plot our comeback - Part 2
It's time to plot our comeback - Part 1
It's OK to panic...just do it according to your investing plan
Let’s not uncork the bubbly just yet
Barbell Hedging Beachman's Portfolio - Part 3 (Final)
Which growth stocks have attractive valuations now?
Recent interesting market indicators
In case I need to sell something to raise cash
Why the US$ Index (DXY) matters
In case you missed it April 24th 2022
Sectors that do well in a rising rate environment - Part 2
Beachman plan for the next 10 days (April 21st onwards)
Improving the Beachman scoring algorithm
MNDY vs ASAN? Which stock is better?
Don't be stubborn...be like water
Sectors that do well in a rising rate environment - Part 1
In search of a better valuation metric
Updated Beachman buy and trim points April 7th
Beachman plan for the next two weeks (April 7th onwards)
Which is better for my portfolio...MDB or CFLT?
Why I write the Beachman Newsletter
Beachman Learning Portfolio - Mar 2022 report
Q4 earnings wrap-up: Updated scores & new leaders
Making sense of RPO, ARR and deferred revenues
The power of corporate buybacks
Beachman plan for week of March 28th
Should crypto have a place in an investor's portfolio?
Continuing the Beachman portfolio tune-up
How to get the most out of Beachman's Newsletter
Window is closing to buy these 2 future multi-baggers
Five-step tune-up for my portfolio after earnings season
Beachman plan for week of March 21st
In case you missed it March 20th 2022
US Fed meets and now my watch begins...
3 months of carnage in Beachman's portfolio
Beachman plan for week of March 14th
It was the worst of fintwit, it was the best of fintwit
Beachman buy-points list March 8th
Beachman plan for the week of March 7th
In case you missed it March 6th 2022
Today felt different yet again
Lets put our two warriors to work
Beachman Learning Portfolio - Feb 2022 report
Beachman plan for the week of Feb 28th
War is here - what I am doing with my portfolio today
MNDY made our Wednesday feel like a Monday (Q4 earnings report)
UPST is taking the auto loan hill (Q4 earnings report)
Want to invest in the metaverse? No need to buy a digital image of an ape
Rollercoaster ride not yet done - Hold tight with both hands
Nvidia is ready to ramp up into new SaaS markets
How to "clean up a messy portfolio"
Why investors should care about military action in Ukraine
In case you missed it Feb 14th 2022
Cloudflare is living on the edge (Q4 earnings report)
What I look for in an earnings report
DDOG has no real competition left (Q4 earnings report)
My TWLO plan after Q4 earnings
Getting wary about short term market resistance
SNAP is becoming the social media leader (Q4 earnings report)
2 stocks for my kids' portfolios
Inflation is turning a corner in the US
AMD's mike drop Q4 earnings report
Beachman Learning Portfolio - Jan 2022 report
Apple's Services - a hyper growth engine in the making
Market showing signs of bottoming
Reading into Apple's excellent quarterly report
Jay Powell is not the markets' babysitter
Beachman Learning 2022 Portfolio
Don't wear your portfolio pain on your sleeve
You and I will tame the inflation monster
Finding growth stocks to own in 2022 - Part 4 (Final)
Personal financial review every January
Finding growth stocks to own in 2022 - Part 3
How smart investors sleep well at night?
Finding growth stocks to own in 2022 - Part 2
Slow down your investing metabolism
Finding growth stocks to own in 2022 - Part 1