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2022 Annual Report for my Family's Personal Finance 2022 Highlight Numbers: Revenue grew +15.2% YoY to $153.7k Net Worth fell -27% YoY to $500k Savings grew +7.9% YoY to $42k Savings margin 28% vs 29% in 2021 Full details below:

2021 Annual Report for my Family's Personal Finance 2021 Highlight Numbers Revenue grew +3.5% YoY to $133k Net Worth grew +26% YoY to $685k Savings fell -21% YoY to $39k Savings margin +29% vs 39% in 2020 Full details below:



Added to $CRWD (2.49%): leader in endpoint security, number of endpoints connected to the cloud will continue growing for decades to come; biggest risk is still SBC and its own major cyber attack; the reward outweighs the risk IMO

Added to $CRWD (1.98%): just adding to a high conviction investment



Added to $ARE (0.48%): seemingly being dragged down with biotech which doesn't make sense; continuing to build out as position as a safe steady grower in my HSA

Added to $ARE (0.33%): building out a position in HSA



Added to $ZS (1.63%): Very robust network security which is essential for the cloud. Continuing to partner with other security services and growing revenue fast with high margins. Now trading for close to its lowest valuation as a public company

Sold $AAPL (was 1.5%): great co. but $1.4T market cap.. rather deploy into: Bought $TEAM (0.7%): help teams work together, remotely, effectively; sticky; Amazing App Store w/endless ideas;open source; v profitable Bought $CRWD (0.7%): cloud security, Gartner score 👀, $ZS pal



Added to $AMZN (3.55%): same reasons as below

Added to $AMZN (3.39%): incredibly strong business, tons of growth left yet a pretty safe investment at these prices



Added to $MASI (0.2%): building out a position

$MASI (0.13%): purchase of Sound United giving a good buy in opportunity; steady/solid business in pulse oximetery that should continue to grow for years; cash/expertise of that business used to test other markets



Added to $PUBM (0.54%): same reasons as below, business is very strong, and long-term tailwinds are still strong despite the short-term headwinds

Added to $PUBM (0.48%): continuing to grow quickly; solid net retention rate of 130%; profitable and at reasonable valuation (about PE 16, PS 3); solid time to add to this high risk/high reward business; long term tailwinds still strong



$MASI (0.13%): purchase of Sound United giving a good buy in opportunity; steady/solid business in pulse oximetery that should continue to grow for years; cash/expertise of that business used to test other markets


Added to $AXON (2.79%): been a while since I added to this high conviction position; they continue to be necessary in police forces around the world; more use cases in any guard/security/enforcing scenario

Added to $AXON (2.12%): strong expansion internationally, tons of optionality, win-win-win, political tailwinds, very little competition, long runway to bring technology into policing



$NVD (0.5%): finally back in; mission critical for so many companies and even countries

$NVDA - admittedly bought in a fomo situation, after the bitcoin craze and the stock dropped I just didn’t have the confidence to hold on, especially after being burned by $CAMP $SWIR $INVN Decided no more chip makers for me...and wrongly labeled $NVDA as another hardware play



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