Dillon’s Newsletter

Dillon
Financial markets, high growth & innovative business coverage, macro economics, trading strategy and market insight
Created 08 Aug 2021
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  • New IPO: Samsara - Leading Supply Chain IoT
    30 Nov 2021 • 5 min read
    New IPO’s can present an excellent risk/reward with the proper risk management in place. What I like to do is provide Subscribers first movers research, a write up, on a new IPO that could potentially...
  • Stock Ideas: Confluent - Leading a New Era of Data in Motion
    25 Nov 2021 • 1 min read • 4 2
    Confluent is a new software infrastructure business that’s pioneering “Data in Motion”. At first glance, you’d think this business was overvalued but when running forward valuations and compare it to ...
  • Growth Investors Finds Themselves at an Interesting Cross-Roads
    23 Nov 2021 • 2 min read • 1 0
    As of writing this, the state of the markets is likely on many investors mind. I feel compelled to mention that declining prices in great businesses is never easy to handle. For many of us, we keep a ...
  • Running Valuation Multiples on Stocks I Own/Watch
    22 Nov 2021 • < 1 min read • 3 3
    The markets are selling off, which was inevitable. Historically speaking, you can see that this has been a trend when the Fed tighten’s monetary policy. I brought it up a few weeks ago in a SubStack: ...
  • It's Here! BluSuit Discord Channel.
    20 Nov 2021 • 2 min read
    Hello Everyone, More now than every before I have found many investors are looking for a place that focuses on the business and business fundamentals to drive long term stock market performance. This ...
  • 50% Off for Existing Members! BluSuit Discord
    20 Nov 2021 • < 1 min read • 1 0
    Valued BluSuit Members, Our Discord group is finally here! This is in relation to the other email you just received from me. This is a link sent specifically for you, the member, to a 50% discount for...
  • My Portfolio Performance, Positioning and The Trades I Have Made
    17 Nov 2021 • 3 min read • 5 12
    The number one goal at BluSuit, is to obviously help everyone make money, but more importantly, be transparent into everything I do. This earnings season was very difficult for many investors as stock...
  • Rapid Growth Company Earnings - Review
    16 Nov 2021 • 17 min read • 3 0
    This seasons earnings was volatile and continues to be. There were several businesses selling off and the reasons “why” always seem to vary from “slowing growth” to any sort of microscopic detail. How...
  • The Coming Market Crash
    10 Nov 2021 • 4 min read • 3 4
    I am releasing this publication during the Q4 2021 earning season. There is a lot of noise and discussion about company results. However, one of the most important things to do as an investor is be pr...
  • Last Weeks Earnings Winner, BIGC and What to Expect this Week
    08 Nov 2021 • 4 min read • 1 3
    We gotta talk about a big winner from last week, that I mentioned I added in my last publication, as well as prepare ourselves for this week. It’s a big one! This earnings season continues to bring ex...
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