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PropNotes
Apr 12, 2022 11:40 PM

Wolneyyy's Quarterly Update! Long

Adobe Inc.NASDAQ

Description

Hey guys! Hope all is well.

I get lots of questions about what companies I like and what companies I don't like. I review the top ~900 or so companies every quarter to keep my analysis fresh.

Here's the most recent update: 4/1/2022.

Compounders: tradingview.com/watchlists/75168950/

Value Destroyers: tradingview.com/watchlists/75168139/

Let me know in the comments if you have any questions about my reasoning!
Comments
NAK1987
Great fundamental setup , I added that as a separate layout for myself , great work.
PropNotes
@NAK1987, Thanks!
NAK1987
@wolneyyy, Back at ya !~
LucrativeFX
@wolneyyy Is this screen filled with indicators on it ?
LucrativeFX
what is lin reg
ok139899
@wolneyyy
FORETSPLUS🙏🙏🙏🙏😭😭
cmeie002
What was the most hated company you mentioned in the writeup? (The one that didn't make the list)
PropNotes
@cmeie002, probably OKTA, I think the company is wildly expensive, with a relatively low TAM and rough CAC economics etc
Terrance80
Great stuff
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