EP Investment Club
A small investment club sharing stock updates, buys, sells, and holdings.
Nicky
  • RNG
  • ETSY
  • SNX
  • CNXC
Craig
  • TSLA
  • TTD
  • NFLX
  • BIO
  • FTNT
Greg
  • AAPL
  • AWK
  • HUM
  • ZM
Eddie
  • AMZN
  • UNH
  • FB
  • STZ
Grant
  • COST
  • BYND
  • EA
Sanjeev
  • SPOT
  • GOOG
  • PLTR
  • MSFT
Gil
  • ROKU
  • ACM
  • TTC

Meeting Minutes for 2021-07-14

Attendees: Grant, Nicky, Craig, Eddie, Sanjeev Guest: Jake Isaacson General Vimeo split from IAC, Grant to cover Sanjeev covering MSFT from Grant Craig covering NFLX

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$MSFT Stock Update

Microsoft has seen a very nice rise the past couple months since we last met, performance for the year so far at an astounding 35%!

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$ETSY Stock Update

Earnings EPS of $1 a share ($0.88 expected) Revenue of $550.6 million ($530.4 million expected) Gross merchandise sales soared 132% to $3.1 billion, above the

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$SNX $CNXC Stock Update

Both relatively flat for the quarter. SNX Earning June 24: EPS increased 66% year-over-year to $2.09, beating estimates of $1.93. Revenue $5.86 billion, up 31%

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$RNG Stock Update

Unwarranted 20% decrease for the quarter. Despite the perceived need for RNG tech decreasing with a return to work post-COVID, earning in May were quite

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Meeting Minutes for 2021-04-14

Attendees: Grant, Nicky, Greg, Craig, Eddie, Gil, Sanjeev General Review changes to Club Bylaws/Abstract/Partnership Agreement that were mailed out Reply with your feedback or suggested

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$APPS Stock Update

Digital Turbine (APPS) has been bouncing around these past month-month and a half. It had recovered quickly from the early March drop, but definitely had

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$EA Stock Update

Electronic Arts has recovered nicely from the fall in late February. No news is good news here, not much to report. Highlights Surge in gaming

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$CHWY Stock Update

Chewy took a dive with the rest of the market and has not completely recovered from it yet. We are still up quite a bit

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