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Identifying great companies, continuously ensuring they’re still great, trimming into excess multiple expansion, adding into excess multiple contraction, remaining mainly invested & watching the world drive themselves crazy on every little headline:

$SNOW Earnings Snapshot:

My Detailed $SNOW & $PANW Earnings Reviews: stockmarketnerd.com/p/snowflake-pa…

A couple portfolio changes for me today: stockmarketnerd.com/p/portfolio-pe…

I want from my brokerage user interface what a collector wants from their antiques. Old. Worn down. Hard to use. Breaks a lot. Not many people have it. Charles Schwab. Make me less likely to overtrade & less likely to check prices too frequently.

Beautiful chart:

Ackman outperforms $SPY by 5+ points over more than 2 decades & is still called a fraud & a grifter by arm chair critics on here. I happen to think he’s pretty good at this!

I’m not sure what Onlyfans selling at a rumored $8B valuation says about humanity but good for them. 😂 This must be why population growth is tanking.