Sitemap - 2022 - Beachman’s Newsletter

Q2 earnings wrap-up: Updated Beachman scores, new leaders and fallen heroes

Is ABNB going to be a multi-bagger?

Beachman's scoring method

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

The Google of blockchains

Beachman's Comeback Portfolio - Aug 2022 Report

Its time to slow down and take a breath

CRWD's Q2 earnings report

In case you missed it - August 2022

SNOW's Q2 earnings report

This is why we raise cash

NVDA's Q2 earnings report

Markets have 2 months to bottom

Now my watch (party) begins...again

Beachman's comeback portfolio - Part 8 (Cloud infrastructure picks)

Taking another gander at SNAP

Beachman plan for the week of Aug 15th

Is a little inflation really that bad?

TTD's Q2 earnings report

Beachman is at the beach!

NET's Q2 earnings report

DDOG's Q2 earnings report

CFLT's Q2 earnings report

Is this a bear market or a bull market?

AMD's Q2 earnings report

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

SNAP's Q2 earnings 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

Is it time to buy Zoom again?

Beachman's comeback portfolio - Part 5 (Semiconductor picks)

Beachman Learning Portfolio June 2022 report

Beachman's comeback portfolio - Part 4 (Crypto picks)

Crypto's tulip moment is here

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)

CRWD Q1 Earnings Report

Beachman's comeback portfolio - Part 1

Where do we stand with valuations?

NVDA Q1 Earnings Report

Let's play this bear market rally smartly

SNOW Q1 Earnings Report

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

MNDY Q1 Earnings Report

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

UPST Q1 Earnings Report

NET's Q1 Earnings Report

CFLT's Q1 Earnings Report

Beachman's Financial Plan

DDOG's Q1 Earnings Report

It's OK to panic...just do it according to your investing plan

Let’s not uncork the bubbly just yet

AMD's Q1 earnings report

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

SNAP's Q1 earnings report

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

LTBH is like a 4-letter word

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

Which is better CRWD or S?

US Fed meets and now my watch begins...

3 months of carnage in Beachman's portfolio

Beachman plan for week of March 14th

Weekend Q&A March 13th 2022

What if?

Is $CRWD's growth slowing?

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

Following the "big" money

Is Snowflake really melting?

Lets put our two warriors to work

Beachman Learning Portfolio - Feb 2022 report

Beachman plan for the week of Feb 28th

Weekend Q&A Feb 26th 2022

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

What to watch for in 2022

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

A personal note from Beachman

Reading into Apple's excellent quarterly report

Jay Powell is not the markets' babysitter

Evaluating an earnings report

Today felt different...again

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

Today felt different...

Web3 is taking shape

A new investing year, a fresh page to write on

My 2022 goals

What? Another newsletter on investing?