$STEM interview and quarterly update webinar on Friday

Just a reminder, if you are planning to attend the FinTwit Conference over Columbus Day weekend (October 8-10th) in Orlando, Florida you only have another 3 weeks to book your hotel rooms if you want to get the negotiated rate of $239/night at the JW Marriott or Ritz Carlton. Once our room block expires on September 15th you’ll be stuck paying full price for the rooms which are currently $429/night at the JW Marriott and $619/night at the Ritz.

We have a great lineup of speakers and social events planned for the weekend. If you’d like to see more details including the schedule, speakers, sponsors and links to purchase tickets or reserve rooms you can visit our website at FinTwit2021.com

If you have any questions please email me by responding to this newsletter.


This morning I interviewed John Carrington, CEO of $STEM — this is one of my favorite growth stocks for the next few years and a top holding in my portfolio. I’m a big believer in the energy storage market of which $STEM is the leading AI-powered software provider that is hardware agnostic thus enabling them to work with the largest battery OEMs such as Tesla, Samsung and LG. I did a writeup on $STEM last month for anyone that might have missed it.


This coming Friday, August 27th at 11am EST I’m going to host a webinar and provide updates on some of my recent writeups and largest positions.

I’m planning to run through 10-15 stocks (depending on time) which will include my thoughts on recent performance, Q2 earnings results, 2021 guidance (if we have any), valuation/estimates and perhaps some charts.

Register for the webinar [click here]

This webinar will probably end up being at least 1 hour and maybe 2 hours. I will not be taking any Q&A during the webinar because it’s too distracting.


Yesterday I posted my current portfolio on Twitter [click here] in alphabetical order:

$AI — $APP — $CELH — $CLPT

$CPNG — $CRWD — $DLO — $DM

$DMTK — $DNMR — $DOCN — $EXPE

$HIMX — $LOVE — $MP — $PAVM

$PLTR — $ROKU — $S — $SOFI

$STEM — $SWAV — $TMDX — $UPST

$ZG — $ZI — $ZIM — $ZIP

I’m still very focused on growth stocks however there’s been alot of changes in my portfolio over the past few months which I can talk about during the webinar.