Sitemap - 2023 - Beachman’s Newsletter
Beachman's investing plan - Dec 26th 2023
Market whispers - 500 and loving it!
Is dLocal an attractive fintech to now own as emerging markets recover?
Beachman's investing plan - Dec 18th 2023
Market roadmap (Apr 29th 2024)
Market whispers - Dec 15th 2023
Year end lessons in options and hedging
Beachman's investing plan - Dec 11th 2023
Market whispers - Dec 8th 2023
Is the Internet of Things now viable business model?
Beachman's investing plan - Dec 4th 2023
Is CRWD the better cybersecurity stock to own?
Market whispers: Why I shorted the market today
Is NVDA a buy at this lofty valuation?
Has Cloudflare hit an inflection point that could take the stock higher?
Does the recent OpenAI shakeup put MSFT's AI trajectory at risk and give GOOG an advantage?
Market whispers: The Thanksgiving that almost never was
Beachman's plan for the week - Nov 20th 2023
Is TTD losing market share to their competition? Q3 earnings brief
Market whispers - Nov 13th 2023
Is this streaming giant a buy here? Q3 earnings brief
Beachman's plan for the week - Nov 13th 2023
Why I write the Beachman's Newsletter
Will this healthcare smallcap thrive in 2024? Q3 earnings brief
Is this stock a good barbell hedge for 2024? Q3 earnings brief
Is DDOG the AI cloud stock to own in 2024? Q3 earnings brief
Market whispers - Nov 6th 2023
Will AAPL lead markets higher? Q3 earnings brief
Beachman's plan for the week - Nov 6th 2023
Can AMD become the next NVDA? Q3 earnings brief
Preparing Beachman's portfolio for 2024: Part 1
Market whispers - Oct 30th 2023
Beachman's plan for the week - Oct 30th 2023
Is it time to put ENPH to rest? Q3 earnings brief
Which is better GOOG or MSFT?- Part 1: Q3 earnings brief
Is TSLA still investable? Q3 earnings brief
Market whispers - Oct 23rd 2023
Beachman's plan for the week - Oct 23rd 2023
Is NFLX a buy here? Q3 earnings brief
Invite your friends to read Beachman’s Newsletter
Is Axon making the world a safer place?
Hedging into this week's earnings
Market whispers - Oct 16th 2023
Beachman's plan for the week - Oct 16th 2023
What to expect in Q3 earnings reports
Market whispers - Oct 9th 2023
Beachman's plan for the week - Oct 9th 2023
Using options to hedge leading into earnings
Market whispers - Oct 2nd 2023
Beachman's plan for the week - Oct 2nd 2023
Beachman's stock scoring method
Market whispers - Sept 25th 2023
Beachman's plan for the week - Sept 25th 2023
Using recent market volatility to our advantage
New stock alert! Why I bought this healthcare small cap stock
Market whispers - Sept 18th 2023
Beachman's plan for the week - Sept 18th 2023
What does AI mean for Cloud? (Investing in AI Part 3)
Market whispers - Sept 11th 2023
Beachman's plan for the week - Sept 11th 2023
Market whispers - Sept 5th 2023
Beachman's plan for the week - Sept 4th 2023
Is NVDA the only way to invest in AI? - Part 2 NVDA Q2 earnings brief
Market whispers - Aug 28th 2023
Beachman's plan for the week - Aug 28th 2023
Is NVDA the only way to invest in AI? - Part 1
Beachman's plan for the week - Aug 22nd 2023
Market whispers - Aug 14th 2023
Beachman's plan for the week - Aug 14th 2023
Market whispers - Aug 7th 2023
Beachman's plan for the week - Aug 7th 2023
Market whispers - Jul 31st 2023
Beachman's plan for the week - Jul 31st 2023
NEW position alert: Why I bought this AI stock recently
Market whispers - Jul 24th 2023
Beachman's plan for the week - Jul 24th 2023
Stocks I am closely watching now
Market whispers - Jul 17th 2023
Beachman's plan for the week - Jul 17th 2023
What to expect in Q2 earnings reports
Market whispers - Jul 10th 2023
Beachman's plan for the week - Jul 10th 2023
Beachman's mid-year review: Part 3 - Will we have a recession? Contd.
Beachman's mid-year review: Part 2 - Will we have a recession and when?
Beachman's mid-year review: Part 1 - Portfolio performance
How much do you really need to retire
Market whispers - Jun 26th 2023
Is AEHR really a TSMC-in-the-making?
Beachman's plan for the week - Jun 26th 2023
How growth investors are being misled by FCF
Head to head - Which is the best data management stock to own?
Market whispers - Jun 19th 2023
Beachman's plan for the week - Jun 19th 2023
Market whispers - Jun 12th 2023
Beachman's plan for the week - Jun 12th 2023
Market whispers - Jun 5th 2023
Beachman's plan for the week - Jun 5th 2023
Market whispers - May 29th 2023
Beachman's plan for the week - May 29th 2023
If in cash and FOMO, what now? - Beachman's 2023 game plan
Market whispers - May 22nd 2023
Beachman's plan for the week - May 22nd 2023
If in cash and FOMO, what now? - Beachman's updated thesis
Investing in large themes : Part 1 - Artificial Intelligence (AI)
Market whispers - May 15th 2023
Beachman's plan for the week - May 15th 2023
Q1 earnings brief - ABNB and AYX
Market whispers - May 8th 2023
Beachman's plan for the week - May 8th 2023
Head to head - Which is the best cybersecurity stock to own?
Market whispers - Special edition May 1st 2023
Beachman's plan for the week - May 1st 2023
State of the markets - Apr 24th 2023
Beachman's plan for the week - April 24th 2023
Stocks to own now: Final Part 8 - My top 3 new picks
Stocks to own now: Part 7 - Culling the watchlist
State of the markets - Apr 17th 2023
Beachman's plan for the week - April 17th 2023
Stocks to own now: Part 6 - These could rise in 2023
State of the markets - Apr 10th 2023
Beachman's plan for the week - April 10th 2023
How growth investors keep falling behind
With a recession looming, is Coterra Energy an attractive investment opportunity?
Stocks to own now: Part 5 - Beachman's Q4 scorecard
Making sense of RPO, ARR and deferred revenues
State of the markets - Apr 3rd 2023
Beachman's plan for the week - April 3rd 2023
Locking in some solid Q1 gains
Stocks to own now: Part 4 - Junior varsity stocks
State of the markets - Mar 27th 2023
Stocks to own now: Part 3 - Varsity stocks (contd.)
State of the markets - Mar 20th 2023: It's not important whether the Feds raise rates or pause
Beachman's plan for the week - Mar 20th 2023
Serenity now: Beachman's financial plan
Stocks to own now: Part 2 - Varsity stocks for a LT portfolio
State of the markets - Mar 13th 2023: Back to regular programming
Beachman's plan for the week - Mar 13th 2023
Doing an SIVB-health-check on my stocks
Beachman's investing approach & how to maximize your subscription - Part 3
Listen up growth investors: This is why the SIVB issue matters
Stocks to own now: Part 1 - Theses, convictions, questions and performance
Beachman's plan for the week - Mar 6th 2023
State of the markets - Mar 6th 2023
Beachman's investing approach & how to maximize your subscription - Part 2
Can Monday.com really make an investor’s Monday more fun?
State of the markets - Feb 27th 2023
Beachman's investing approach & how to maximize your subscription - Part 1
State of the markets - Special edition Feb 20th 2023
If in cash and FOMO, what now? - An update using current market signals
State of the markets - Feb 13th 2023
State of the Markets - Feb 6th 2023
Positioning for 2023: Part 9 - 2023 macro-map (Markets and sectors)
If in cash and FOMO, what now?
My annual personal finance review
State of the Markets - Jan 30th 2023
Is it really a new day for solar power company, ENPH?
What I am looking for in Q4 earnings
State of the markets - Jan 23rd 2023
Positioning for 2023: Part 8 - 2023 macro-map (Commerce, consumer and commodities)
State of the markets - Jan 17th 2023
Positioning for 2023: Part 7 - The most important macro to track in 2023
Beachman's 2022 report - Part 2
Beachman's 2022 report - Part 1
Twitter Spaces investing chat (Recording)
State of the markets - Jan 9th 2023
Positioning for 2023: Part 6 - 2023 macro-map (Rates, labor and inflation)