13th Month Update of the MBP
*Link to the spreadsheet for anyone interested in how we calculate returns This is the 13-month update of the Market Brothers Portfolio, or MBP. It is a mock portfolio of our favorite investing ideas. Since it began in November 2018, the MBP is up 24.43% vs. the S&P 500’s 21.56%. All prior monthly updates can be found here. Absolute ReturnsAnnualizedPortfolio:24.43%22.55%S&P 500:21.56%19.90%Difference2.87%2.65% MonthMBP ReturnsS&P Returns00.00%0.00%1-8.38%-9.65%24.37%0.78%310
Fundamental Analysis of MongoDB
On this episode of the Fundamental Analysis show, we discussed MongoDB (MDB), the non-SQL database company. Highlights from the Show: Extremely fast sales growth, especially from the Atlas division Premium valuation, P/S above 25 The go-to “Data-as-a-Service” company for start-ups Stock up 330% since 2017 IPO Listen to the full show: Spotify Apple Podcasts Google Podcasts #podcasts #Stocks #MongoDB #Investing #FundamentalAnalysis #Finance