I was going to start my site with a big blog post intro, but just haven’t gotten to it. And the world just kept moving.
But in the last few days, two of my favorite stocks reported Q1 earnings. And did they do well.
I am writing about Alphabet and Apple. I have held these stocks many times and Google, especially, is my most favorite stock at the current time. I had shied away from it as valuations were getting high, but I suspected that, coming out of the pandemic, that they may have a good quarter. As it turns out they both did. Although they were treated differently by the market after reporting (I would say Apple was a little bit more harshly treated).
Anyway, a few things come to mind that I will explore in subsequent posts:
- Finding a lifetime stock and sticking with it
- Realizing your ability to analyze everything
- Understanding the macro environment to help you make decisions
- Using micro trends to help you sell at optimal times
I will write more on each of these later. But probably after Amazon reports on Thursday (may be some special surprises with that!)