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This is my current portfolio, along with my performance over the last few years. Maybe I’ll show it again in a year. As a rule, I don't cut my flowers once they've grown. I want them to keep compounding off of the bigger base. That’s the whole point of compounding in the first place. I don't mind the “risk” tied to a large position. The reason is that I view the long-term risk associated with these names as being quite small. Could an event obliterate one of these position’s stock prices into smithereens? Sure. But then I'd probably just be buying a lot again. I really don't see myself losing money on them in the long-term. I bought them all very, very cheap. The bigger the long-term risk, the smaller the initial allocation size in the portfolio, but again, I won't sell a grower just because it gets big. I also keep my portfolio concentrated. There are other companies I like, but whenever I'm buying, I find myself shoveling money into what I think is the best idea at the moment. That has kept me busy buying mostly these names at any given point. $MELI is an interesting one for me. It has the titles of being both my worst performer and my current favorite idea. When those two things mesh, it's a really great thing. I find myself on my knees praying to the stock gods every night before bed that the price stays low for another year. I really do think it's worth roughly twice what it's trading for now. $TEA.AX $TEA has grown into a bigger position, and is well positioned to keep growing. $AMZN is very undervalued, yet accelerating in speed of growth. Quite the situation for astute investors. I'll likely start buying again if the chart continues on this way. $BN is the beneficiary of a well-managed collection of companies that grow the ecosystem together. It just marches onward by the nature of its model and the excellence of its culture. $ZETA and $MEDP aren't the biggest positions, but I wouldn't be surprised if either of them, or even both of them, are doubles or triples over the next 2 or 3 years. I’m not looking to buy hype names to hold for a little while. I’m looking to buy economic profit compounders– engines that rotate and feed their machines as they do– that I can hold for a very long time. Not financial advice.

$OSCR 11.8% on the day New portfolio all time high! And I haven't made any deposits in a couple of months. Speculating on if this is going to be temporary or not...

$OSCR has not traded at $26 a share since 2021 after it's IPO This stock fell to almost $2... Fundamentals have been growing, leadership has changed, biggest risk continues to be unpredictable regulation. Who is long Oscar from here?

Let's go Knicks! My little Knicks shrine ⛹️‍♂️

How retarded do they think we are?

NYC sunset from Brooklyn

Who else is going to listen to the $GTLB earnings report on Tuesday? 🙋‍♀️ @bstaples will you be covering the impact (of lack thereof) of the GitHub outages and if that has increased inbound enterprise deal flow?

The Robinhood retirement account setup after making 13k on the $now trade. Sitting on 38k cash, other holdings include $meta $avgo and $ibit.

$BB Blackberry's overall revenue chart is insane. Even crazier, I believe many AI companies arbitraging cloned Dev tools/prompts and even some neo cloud/GPU shops will look like this. Seems like investors are forgetting not all companies survive the boom.

I believe that $MELI is half off. Said another way, MercadoLibre's price could reasonably double from here and be appropriate for the business's current cash generation, i.e. not even taking into account any price appreciation from cash flows building over time. The article below explains why.

$GTLB back over $30. Will it hold? It was trading under $20 less than 2 months ago.

Yeah... I did good 😎 Unrealized gain >35% in months, earnings next week. Honestly, I hope it dips again so I can buy more. This puppy has retraced it's SaaSpocolypse dip too fast. Long $GTLB, will be acquired or a $100 stock by 2030 (that's my bold prediction).

Sold $BABA at $142.69 before earnings Now it's trading at $124.69 Of course, fintwit ripped me online for this move. A superpower really is trusting yourself, and not being swayed by other peoples opinions and what the "masses" in the market are doing.

$GTLB is up over 30% from it's lows. Every green dot is a buy, sitting on 27% unrealized gain just in a couple months timeframe. Honestly, I hope it turns into an unrealized loss so I can buy more cheap shares. Am I the only investor who is upset when a stock runs too quickly? It's still a good buy here, but >$20 a share buys were just free money IMO.

$GTLB It will be fun quoting this and referencing these tweets once slow wall street and the rest of the market catches onto what Gitlab does and what they are building. If you're not deep into software engineering, it's very hard to grasp.

What stock have you bought the most frequently? For me, it's $ABNB. Every green dot is a BUY. For the past 3 years I have been heavily accumulating shares. Respectable KPI & fundamentals growth, strong share buybacks, founder-led, consistent product innovation. No sells.

SpaceX IPO is going to be the top signal, then OpenAI IPO will cause markets to mini crash. Prediction: Poor "Stripe" will once again cite "poor market conditions" and stay private for another 948 years.

Silent, but deadly. $GTLB being ignored by Wall Street is direct proof no one there deeply understands software/ai engineering. Within 1-2 years it will be obvious. Already up over 30% from its lows.