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.

AMD is a trade we initially took in May 2020, soon after the Covid low.

We compounded several times throughout 2020/21 before taking some profit off the trade, in Oct 2021.

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

The initial investment in CRWD was based primarily on fundamental analysis, with a negligible emphasis on technical indicators.

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

Stock markets demonstrated robust performance on Wednesday with a significant development. The S&P 500 and Nasdaq 100 reached their highest levels in nearly two years, while the Dow Jones Industrial Average achieved a new ATH.

Tuesday's trading session witnessed a significant uptrend in the stock market, marked by the Nasdaq achieving its peak for the year 2023. This upswing coincided with the positive performance of the S&P 500 and the Dow Jones indices.

On Monday, equity markets activity remained relatively subdued. This could be due to the pending key economic events scheduled for this week. These include the release of the November CPI today, and the FOMC meeting on Wednesday, and the November Retail Sales report on Thursday.

Thursday saw a robust recovery. All major indices ended the day near their peak levels, registering gains between 0.2% and 1.4%. Notably, the S&P 500 almost touched the 4600 mark, reaching a high of 4590.

Wednesday's trading session opened positively despite some underperformance in the mega-cap sector impacting broader index results.

On Tuesday Nasdaq Composite closed with a marginal gain of 0.3%, while the S&P 500 and the Dow Jones Industrial Average experienced slight declines of 0.1% and 0.2%, respectively.

On Monday, the stock market experienced fluctuating prices during the initial trading hours, with major indices maintaining limited trading ranges for most of the session.

The S&P 500 and Nasdaq Composite predominantly experienced declines during Thursday's trading, primarily impacted by underperforming mega-stocks stocks.

Wednesday's trading session witnessed a significant reduction in the early gains of the stock market, despite a marked decrease in Treasury bond yields.

In Tuesday's trading session, the major stock indices experienced minimal changes. The Dow Jones Industrial Average slightly increased by 0.2%, while the S&P 500 saw a modest rise of 0.1%.

The Nasdaq 100 and the Nasdaq Composite both gained approximately 0.3%. In contrast, the Russell 2000 index declined nearly 0.5%.

Here is a summary of the earnings call Q1.

During Monday's trading session, the performance of major stock indices was varied, reflecting a lack of strong direction from investors.

The S&P 500 Index declined slightly by 0.20%, while the Dow Jones Industrials and Nasdaq 100 indices also experienced modest declines, closing down by 0.16% and 0.13%, respectively.