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Poleeko

@VNunnemaker

Father. Investor. Entrepreneur. Executive. Lifelong Student. Apple Farmer. Athlete. Mentor. Builder. Partner. Coach. Philanthropist.

 San Francisco, CA
digitalporcupine.com
Joined October 2014
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Photo by Poleeko (@VNunnemaker)Photo by Poleeko (@VNunnemaker)Photo by Poleeko (@VNunnemaker)Photo by Poleeko (@VNunnemaker)Photo by Poleeko (@VNunnemaker)Photo by Poleeko (@VNunnemaker)Photo by Poleeko (@VNunnemaker)Photo by Poleeko (@VNunnemaker)Photo by Poleeko (@VNunnemaker)Photo by Poleeko (@VNunnemaker)
Financial Literacy and understanding how to build wealth beyond simply surviving is not taught in our high schools. It's not even required in your college GE's. Financial literacy is critical...I know from experience. digitalporcupine.com/archive…
Victor Nunnemaker | Stock Market Psychology

Victor Nunnemaker | Stock Market Psychology

In this episode of Digital Porcupine, John Corcoran of Rise25 sits down with host, Victor Nunnemaker, to talk about the fundamental criteria for investing in a scalable business. Victor talks about...

digitalporcupine.com
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In any given day there is a 50/50 chance a great companies stock price will go up. In any given year it increases significantly. In any given decade it approaches 100%. Think long term and “invest” in great companies. Leave the day trading to the professionals and novices!
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Just in: Palantir $PLTR, MicroStrategy $MSTR, and Axon Enterprise $AXON will join the Nasdaq 100, replacing Illumina $ILMN, Super Micro $SMCI, and Moderna $MRNA.
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That 18-year old kid climbs a 50-foot vertical wall faster than I can exit a stock that just blew up its earnings call!! I can do better!! Truly Impressive!
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Poleeko retweeted
Team USA (@TeamUSA) profile picture
Team USA
@TeamUSA6 Aug 2024
SAM WATSON IS DIFFERENT 😤 He broke HIS OWN WORLD RECORD to advance to the quarterfinals of men's speed climbing! 📺: @NBCOlympics & @peacock #ParisOlympics
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$AEHR When you reduce your annual guide by up to 25% after only 90 days and clearly have no insight into your own pipeline, mgmt and the stock price deserve to be punished with a 20% drop in their stock price. I sold my tiny position and exited. Promising tech… NO confidence!
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$AEHR will release earnings AH today. Small 3% position. Results have been lumpy the last few quarters. Expecting a pop if their new GAN customer kicks in as anticipated. Otherwise, will reconsider this holding, the smallest market cap in my portfolio. Lot of upside potential!
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$S Sentinel One dropped the ball and walked off the field this quarter. Lawsuits already filed. Sold the remainder of my small position. If the board does not replace management, this company is now dead to me. One of the worst earnings calls I’ve ever heard…on every level!!!
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So honored, inspired and grateful to “get” to give the Menlo College Commencement address this morning. What an incredible and inspirational group of college graduates! Congratulations to the Class of 2023! YOU GOT THIS!!! #menlocollege #graduation2023 #Commencement2023
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Menlo College is honored to announce Victor Nunnemaker as the speaker for the College’s 95th commencement ceremony on Saturday, May 20. Read about Nunnemaker's inspiring story that is sure to resonate with the #Classof2023: menlo.edu/menlo-college-anno… #MenloCollege #Commencement
Image from Menlo College (@menlocollege)
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-Most of the best performing stocks this year are GAAP profitable. Such as: META (+73%), NVDA (+89%) , TSLA (+71%) -Notable exception: Samsara (+59%), which is not profitable and got a boost from a strong quarter where it outlined that it expects to be FCF breakeven by year end
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$CRWD delivered exceptional Q4: record $222M net new ARR, record net new customers & record FCF & rule of 81. CRWD’s growing market share shows customers’ recognize Falcon’s tech leadership drives better security outcomes. Earnings release for details: crwdstr.ke/Q4FY23
Image from George Kurtz (@George_Kurtz)
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After Q3 '22 Snowflake guided to 47% growth in 2023. Yesterday they dropped that guide to 40%. What was the cause? 3 things primarily (in ascending order of impact) 1. Change in existing customer purchasing behavior 2. Weaker new logo bookings 3. Slower ramp from newer customers
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$NET Cloudflare announces earnings today. I have focused on investing in the companies that I feel are the picks & shovels of this digital transformation. NET is the CDN and the security provider of ChatGBT and OpenAI. I will be assessing the tailwinds on the Earnings call AH.
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J Powell - "We printed too much money, prices went up too quickly and you couldn't afford stuff...worry not! We will now reduce your net worth and take away your job."
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Buffeting Winds of a Government Induced Tsunami - digitalporcupine.com/archive…

Buffeting Winds of a Government Induced Tsunami

SNOW, ZS, CRWD & S 2022 is a year I am happy to usher out at the end of this month and unfortunately one that will share the gruesome spotlight with

digitalporcupine.com
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Quite the day…couple more please?!
Image from Poleeko (@VNunnemaker)
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Let’s be clear: Despite what the macro market and stock price is telling you today $BILL crushed practically every metric I track in their earnings release yesterday. They took no prisoners and will continue to do well. No fundamental concerns long term.
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Join us for a great conversation on investing through the chaos of this macro environment… xitter.gq/i/spaces/1lPKqBEeZgAGb
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The way you handle the macro is to handle the micro. Focus on what you have control over, finding and holding great investments.
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