We have made some good decisions and some poor decisions with Datadog, Inc.

NU is a stock we originally bought in March 2022 for around $7.

SentinelOne (S) is a stock we traded from early June this year and actually got a very good entry - and added a compound a few weeks later (which was also well placed).

One of the best-performing stocks of 2023 has been NVIDA.

And I’m relieved to say it’s a stock we bought into in September 2022 - you can’t be in everything but it’s always disappointing not to have a least one star performer.

ZS is a new position we started constructing towards the end of 2022 - and we have compounded twice during 2023.

Our longest hold has been Microsoft (MSFT). We first entered in early April 2020, just weeks after the market's COVID-19 low. 

Here is a summary of the earnings call Q1.

Summary of the ZM earnings call for Q3 2023.

Here is a summary of NVIDIA's Q3 Earnings Call.

FOUR Q3 2023 earnings call.

DDOG Q3 earnings summary.

EDIT Q3 earnings summary.

FIGS earnings summary Q3 2023

NET Q3 2023 earnings.

Revenue grew 4% YoY and 8% sequentially to $5.8 billion.

ZoomInfo delivered Q3 2023 results exceeding guidance.

Here is a summary of the NOW earnings call.

Alphabet Q3 2023 earnings.

MSFT earnings Q1 2024

Summary of the Tesla Q3 2023 earnings call.