Make money doing the work you believe in
MercadoLibre, AppLovin, and Cloudflare reported their Q1 earnings last week, and as existing investors with a cumulative 10% allocation across all three companies in The Pragmatic Optimist portfolio, we wanted to share our initial post-ER impressions.
Join our chat thread below 🧵, where we discuss our forward investment plans across all three companies, along with our updated conviction score that you can find in the AI Stock Tracker 2.0. 👇
📌Note, The Pragmatic Optimist Portfolio has delivered 21%+ returns since March 1, outperforming QQQ and trailing AIQ. On a YTD basis, our portfolio is up 11%.
May 9
at
8:55 AM