Welcome back to the Lumida Ledger. If you find this valuable, we’d greatly appreciate you sharing it far & wide with your network. That’s how we grow and keep the content free to read. Here’s a preview of what we cover this week: Macro: Tech Goes...

Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Subscribe now 10Y Rising The start of the year has not been kind to software stocks! In the basket I track and discuss in Clouded Judgement...

Recently Rubrik their initial S1 statement. A S-1 is a document companies file with the SEC in preparation for listing their shares on an exchange like the NYSE or NASDAQ. The document contains a plethora of information on the company including a...

Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Subscribe now Hype Rounds vs Fundamental Rounds The show Silicon Valley is one of my favorites – just so many nuggets of humor in...

Growth stock investors are partying like it’s 2000, with Growth’s outperformance versus Value at its highest level since July of that year. What happened in the 7 years following July 2000? Reversion to the mean. Growth stocks declined 27% while Value...

View the video of this post here. Join me for a big year end show with YCharts tomorrow (December 11 @ 2pm EST) covering my most important investing rules and what to expect in 2025. Register HERE to reserve your spot (if you can’t attend live, sign up...

Welcome back to the Lumida Ledger. If you find this valuable, we’d greatly appreciate you sharing it far & wide with your network. That’s how we grow and keep the content free to read. Here’s a preview of what we cover this week: Macro: Strong...

Welcome back to the Lumida Ledger. If you find this valuable, we’d greatly appreciate you sharing it far & wide with your network. That’s how we grow and keep the content free to read. Here’s a preview of what we’ll cover this week:  Macro: ...

US stocks have been outperforming international stocks for 16 years running, and by a huge margin. The result: we’re now 3 standard deviations above the mean in terms of historical US outperformance, a record high. Creative Planning is now offering...

Friendly reminder about our upcoming Live Lumida Ledger Webinar, happening today. This exclusive event is available only to our newsletter subscribers and we’re excited to have you join us. Webinar Details: Date: 8/8/2024 Time: 12 pm EST Link: Lumida...