TheStockNovice
Stock NoviceInvesting for 25+ years and still learning every day. When you think about it that way, aren't we all novices?
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 247 | Founded | 6 years ago | Last Issue | a year ago |
| Active | |||||
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thestocknovice.substack.comLatest Issues
December 2024 Portfolio Review
2024 Results:
2024 Monthly Allocations:
Key:
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darker green: started during month
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lighter green: added during month
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yellow: trimmed during month
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red: position exits
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positions >10% in bold...
Strictly Business: Mid-December Update
News and notes from the last two weeks.
This update is admittedly a bit longer than normal…
Strictly Business: Samsara Earnings Recap
Thoughts on IOT's recent report.
- Samsara entered its December 5 report looking to build off a strong Q2. In my pre-earnings post, I mentioned Q4’s headline growth guide might look a bit light due to a flukey extra calendar week i…
Strictly Business: Zscaler Earnings Recap
Thoughts on ZS's recent report.
- Zscaler entered its December 2 earnings off a couple of so-so reports as the company working through a revamp of its sales motion. Given its recent performances, I estimated $626M in Q1 revenue w…
November 2024 Portfolio Review
2024 Results:
2024 Monthly Allocations:
Key:
-
darker green: started during month
-
lighter green: added during month
-
yellow: trimmed during month
-
red: position exits
-
positions >10% in bold...
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Subscribers, engagement, traffic and sponsorship for TheStockNovice.
| Subscribers | Monthly Web Visits | Accepts Sponsors | |||
|---|---|---|---|---|---|
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