dillymikes

21, awaiting MBBS, 🇸🇬 Looking for emerging trends that will be here to stay!

[dillymikes @dillymikes]

Portfolio Review 6/6/21

$SE at #1 spot
followed by $CRWD, $CCIV (position grew huge, cost < PIPE of $15), $TDOC, $DOCU (top 5!)

$NET, $TIGR, $ROKU, $FVRR and $FTCH round up top 10.

This is in contrast to the absolute dollar cost arrangement, where it’s $SE, $TDOC, $CRWD, $CLPT

[Banquet Records @BanquetRecords]

NOEL GALLAGHER'S HIGH FLYING BIRDS

Council Skies is out now!

your chance to win these signed drumsticks and tickets to a NGHFB Arena show of your choice. info at https://t.co/dPLVznNUB0

[dillymikes @dillymikes]

@SteadyCompound 👋🏾👌🏾

[dillymikes @dillymikes]

Odd that it should pop 25% while $DDOG drops 9% in response - but good chance to add some of the latter

[Kaushik @WisemanCap]

$NET
Q2 EPS $0.00 vs est. ($0.01)
Revenue $234.5M vs est. $227.33M

GUIDANCE:
Q3 2022 EPS $0.00-$0.01 vs est. $0.01
Q3 2022 revenue $250-251M vs est. $246.9M

FY2022 EPS $0.03-$0.04 vs est. $0.03
FY2022 revenue $968-972M vs est. $958.4M

[dillymikes @dillymikes]

Amazing creativity and novelty in their protection of the internet!

Long $NET @Cloudflare @eastdakota

https://t.co/a1m8LkEYbV

[Jason @JasonJh1319]

$SE Banned from India.

“RUN FOR THE HIL…oh wait”

$GOOG Banned from China
$FB Banned from China
$BTC Banned from China
$MELI isn’t even in Asia

Seems like they’re all doing fine.

[Daniel Kakai @d4aniel_k]

Shoutout to all the Indian $SE Free Fire players showing loyalty towards the game.

Since the ban of FF, the downloads of FFM has skyrocketed from #160 downloaded to #3 in just 2 days

Grossings went from #3 to #2 and just overtook PUBG's place.

[dillymikes @dillymikes]

When it's raining gold, reach for a bucket, not a thimble

$SE

[Jason @JasonJh1319]

$SE So timely.

Also the rise of Sea Ltd might be one of the greatest cause of wealth transfers for average singaporeans.

Hearing locals being posted to new markets to lead the charge reminds me of all the expats here that benefit from their homegrown business successes.

[dillymikes @dillymikes]

Yum yum yum! Even if CPI data and inflation kicks in, I know that these companies will continue to execute non stop!
🤞🏾

[dillymikes @dillymikes]

New buys of 2022 - $MQ, $TWLO, $DDOG (WOW!)

[Kelvestor @kelvestor]

This is the reason why Tencent is reducing their equity interest in Sea to be below 10%. Tencent has been incredibly supportive and opted to reduce its voting power to pave way for Shopee's entry into India.

h/t @PaulWootipong

$SE

[dillymikes @dillymikes]

A bit hasty… Note to self to be more objective.

[dillymikes @dillymikes]

Harvested some cash, back from the beautiful country of Germany, and back in action!

$SE $CRWD starter in $DDOG all bought!

[dillymikes @dillymikes]

A great article that puts into perspective the current market sentiment - https://t.co/H2SEBk8xrv

Remember that if fundamentals are intact (a big IF!), stock prices going down make them less risky, not more!

[dillymikes @dillymikes]

Small add to $MQ, building position

[dillymikes @dillymikes]

Harvested some cash, back from the beautiful country of Germany, and back in action!

$SE $CRWD starter in $DDOG all bought!

[Kelvestor @kelvestor]

This reminds me of what @realdennishong shared in an interview with @goodinvestingc. Last year's sell-off in growth stock made us look like fools being fully invested. But in the long term, being vested through cycles yield the best results for growth companies.

[dillymikes @dillymikes]

Sold some losers to add to $CRWD $SE and $UPST!

Good results that have been unfairly punished (yes they are still overvalued relatively to other sectors, but for a good reason), so time to add

Will raise cash and consider adding puts as well

[dillymikes @dillymikes]

A tough start to December, and one to remember.
1/12/21

[dillymikes @dillymikes]

Portfolio Review 6/6/21

$SE at #1 spot
followed by $CRWD, $CCIV (position grew huge, cost < PIPE of $15), $TDOC, $DOCU (top 5!)

$NET, $TIGR, $ROKU, $FVRR and $FTCH round up top 10.

This is in contrast to the absolute dollar cost arrangement, where it’s $SE, $TDOC, $CRWD, $CLPT

[dillymikes @dillymikes]

Been some time since I did a review! (For some reason it happens every time $SE has a big sale 😉)

10/10 Review

Top 5 positions make up 46.59%, top 10 make up 66.51%!

Glad to concentrate my top 5 more and more each month!

[dillymikes @dillymikes]

Good reminder that things can go south quickly, and to always add cash!

[Kmilo @Kmilo_LA]

I will be at #ArtBasel2021 this week showing off @dinobabiesNFT!

I will be giving away 10 WL spots in celebration! To win you must:

1⃣ Follow my Twitter
2⃣ Like/RT this post