Private equity investor assessing growth-oriented public market opportunities. By Alex Harris.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 41 | Founded | a year ago | Last Issue | 13 days ago |
| Active | |||||
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theprivatepublicinvestor.comLatest Issues
August Portfolio Update (#5)
The portfolio grew 126% YTD and contracted -6% in July
August was a pretty boring month for the portfolio. We experienced a (5.79%) drawdown, which is the second losing month in a row and the first back-to-back red stretch all year.
Veeva Systems Deep Dive
The Most Durable Software Moat in the Market
Earlier this year, enterprise software stocks were heavily punished.
New Stock I’m Accumulating
A Picks and Shovels Robotics Play
Celsius Q2 Update
The headline overstates the damage
Going into Celsius Q2 earnings, I expected a weak quarter and mentioned that in my notes and previous ‘Celsius Deep Dive’.
July Portfolio Update (#4)
The portfolio grew 140% YTD and contracted -23% in July
July was a difficult month for the portfolio, with the account falling (-22.50%), or ~$338K, to finish the month at $1,188,707 in value.
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Private equity investor assessing growth-oriented public market opportunities | Portfolio Link\ud83d\udc46\ud83c\udffc
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