The Stove Portfolio

Portfolio Updates: April '21

Portfolio Updates: April '21

The e-commerce pie keeps getting bigger, and I want more and more of it.

Bitcoin (BTC)

Crypto. Coins. Purple.

The Walt Disney Company (DIS)

The Walt Disney Company (DIS)

Mouse. Plus. Green.

Ethereum (ETH)

dApps. Contracts. Green.

The Trade Desk (TTD)

The Trade Desk (TTD)

Ads. Agnostic. Gold.

Tesla (TSLA)

Cars. Energy. Gold.

Shopify (SHOP)

E-Commerce. #2. Purple.

Nvidia (NVDA)

AI. Cars. Purple.

MercadoLibre (MELI)

MercadoLibre (MELI)

Latin. Amazon. Purple.

Axon Enterprises (AXON)

Axon Enterprises (AXON)

Obsolete bullets. Crime. Green.

Netflix (NFLX)

And. Chill. Green.

Veeva Systems (VEEV)

Veeva Systems (VEEV)

Drugs. Speed. Blue.

Microsoft (MSFT)

Microsoft (MSFT)

Windows. Cloud. Blue.

Crowdstrike (CRWD)

Crowdstrike (CRWD)

Falcons. Borgs. Blue.

Zoom Communications (ZM)

Zoom Communications (ZM)

Zoom. Verbs. Green.

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