Mar 9th Weekly Stock Market Update

$BILL $IOT $ZS $SNOW $GTLB

Author

Mukund Mohan
March 09, 2024

Review

The market had a down week but small cap IWM and Dow were still ok. The weakness in Nvidia is going to be key to see next week. I am still holding positions and not in cash yet. Valuations are still stretched, so be cautious.

YTD we are still higher than we expected, so far so good

Videos this week

Deep Dives this week

Veritiv Ord Shs $VRTV Deep Dive – Investment Literacy Coach

blog.mukundmohan.online/index.php/2024/03/08/veritiv-ord-shs-vrtv-deep-dive

IonQ Inc $IONQ Deep Dive – Investment Literacy Coach

blog.mukundmohan.online/index.php/2024/03/07/ionq-inc-ionq-deep-dive

Extreme Networks Inc $EXTR Deep Dive – Investment Literacy Coach

blog.mukundmohan.online/index.php/2024/03/06/extreme-networks-inc-extr-deep-dive

Boot Barn Holdings $BOOT Deep Dive – Investment Literacy Coach

blog.mukundmohan.online/index.php/2024/03/05/boot-barn-holdings-boot-deep-dive

Paymentus Holdings $PAY Deep Dive – Investment Literacy Coach

blog.mukundmohan.online/index.php/2024/03/04/paymentus-holdings-pay-deep-dive

Portfolio updates this week

$CFLT Confluent Inc Deep Dive and 2024 Outlook

The Apache Kafka SaaS company is growing quickly, but is it worth investing in?

open.substack.com/pub/stocksmarts/p/cflt-confluent-inc-deep-dive-and

$PLTR Palantir Technologies Inc Deep Dive and 2024 Outlook

Is the return to over 20% growth the recipe for the stock to move up?

stocksmarts.substack.com/p/pltr-palantir-technologies-inc-deep

$Z Zillow Group Deep Dive and 2024 Outlook

Founded in 2006 by Rich Barton and Lloyd Frink, Zillow Group is a Seattle-based tech company specializing in the real estate market.

stocksmarts.substack.com/p/z-zillow-group-deep-dive-and-2024

$PINS Pinterest Inc Deep Dive and 2024 Outlook

Is growth coming back to Ads after 2 years of flat revenue?

stocksmarts.substack.com/p/pins-pinterest-inc-deep-dive-and

$TTD The Trade Desk Deep Dive and 2024 Outlook

As advertising recovers in 2024 is the stock primed for more gains?

stocksmarts.substack.com/p/ttd-the-trade-desk-deep-dive-and