Father. Investor. Entrepreneur. Executive. Lifelong Student. Apple Farmer. Athlete. Mentor. Builder. Partner. Coach. Philanthropist.
San Francisco, CA
Joined October 2014
- Tweets235
- Following74
- Followers2.3K
- Likes184
Poleeko retweeted
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!
Poleeko retweeted
SAM WATSON IS DIFFERENT 😤
He broke HIS OWN WORLD RECORD to advance to the quarterfinals of men's speed climbing!
📺: @NBCOlympics & @peacock
#ParisOlympics
Poleeko retweeted
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
Poleeko retweeted
-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
Poleeko retweeted
$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
Poleeko retweeted
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
Poleeko retweeted
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."
Poleeko retweeted
The way you handle the macro is to handle the micro. Focus on what you have control over, finding and holding great investments.
Poleeko retweeted
Most of my net worth is in the stock market
But, when stocks rise, I'm not happier
When stocks fall, I'm not sadder
It would be crazy to let the market's daily gyrations dictate my mood
Poleeko retweeted
BILL delivers a solid report!
--13% core organic QoQ growth, much better than last quarter's 2%. 71% on YoY basis
--Transactions growth organically grew 17% QoQ, much better than last Q's 4% growth
--DBNRR at 131% vs 124% in the prior year
--NG GM to 84% from 80% last year
Poleeko retweeted
Successful investing is hard work because it means disciplining your mind to do the opposite of human nature. Buying during a panic, selling during euphoria, and holding on when you are bored and just craving a little action. Investing is 5% intellect and 95% temperament.
Poleeko retweeted
A fascinating chat with @VNunnemaker. we discuss
1) his 1200% returns from 2017-2021. how he chose stocks
2) how he is managing through the crisis! lessons for the future.
thanks, @investing_bear as well
youtube.com/watch?v=Li0HCpXi…
Poleeko retweeted
I/O Fund's PM Knox Ridley takes on the debate of whether this is a correction or the start of a secular bear market. "If this is the start of a secular bear market, it will be the first one in history that the equity market sees before the bond market." bit.ly/3ilWdvt
Poleeko retweeted
Best investment advice: Buy the nuclear war fear dip. Can't lose. Either no nuclear war and you win, or there is a nuclear war and you won't be around to care.
Poleeko retweeted
Here's the audio for the many of you who have asked for it 😉
NOTE: 40 seconds of silence at the start -- sorry about that!
drive.google.com/file/d/1AAC…
Again huge thanks to @StackInvesting, @xponentialdave, @GauchoRico, @VNunnemaker, and @hhhypergrowth! We had a blast.
Another random chat coming at you tomorrow an hour after markets close, and I’ll be joined by @StackInvesting, @hhhypergrowth, @VNunnemaker, @GauchoRico, and @xponentialdave! Can’t wait to talk about some great companies with these awesome gentlemen! xitter.gq/i/spaces/1eaKbNRVYloKX
Poleeko retweeted
The beauty of this conversation is it's almost certain to be calm, focused, and informative regardless of whether the market is up or down tomorrow...
...unless, of course, @hhhypergrowth starts singing Journey again. 😉
Another random chat coming at you tomorrow an hour after markets close, and I’ll be joined by @StackInvesting, @hhhypergrowth, @VNunnemaker, @GauchoRico, and @xponentialdave! Can’t wait to talk about some great companies with these awesome gentlemen! xitter.gq/i/spaces/1eaKbNRVYloKX
Poleeko retweeted
People of the World…Reporting from the Ukraine border! This is one of the places @WCKitchen has hot meals. It is below freezing tonight & I am meeting so many refugees, families who are escaping & don’t know what’s next…We will do our best not to let them down! #ChefsForUkraine