CrowdStrike one-pager
In episode #49 of the podcast, we did a deep dive into another one of our model portfolio stocks for 2021, CrowdStrike. We both have positions in our personal portfolios. Here’s a one-pager summarising the key points from our deep dive.
Podcast #8 – Investing in the trend of mobile working
Working from home has been one of the hallmarks of the Coronacomony, but the nature of work was already changing. In this week’s episode, Luke & Albert talk about the drivers and the impacts of an increasingly mobile workforce and share their stock tips for this megatrend.
Podcast #6 – Datadog deep dive
In this week’s episode, Luke & Albert decide whether Datadog ($DDOG) is a good investment at the current valuation.
What’s on my watchlist currently?
Luke shares details of a couple of the companies he watching right now, and discusses some of the sources he uses for investment ideas.