Going over some numbers and narratives for MSFT, META, UBER, CELH, NU. Why I am adding to my position on all 5 of them heading into earnings. Why I believe the risk adjusted returns from each of these is greater than the index.
None of this is financial advice, I am not a financial advisor, these are also quick \~6 minute rundowns on each company and not my full thesis, just my major points and a look over the numbers.
Let me know your thoughts on my analysis, anything I overlooked or anything you disagree on or any stocks you think I should look into.
Currently working on typing up my post for the 1987 Berkshire letter and will have that posted later today.
