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Shopify Deep Dive
Becoming an Expert on this Fascinating Disruptor.
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Brad Freeman
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CrowdStrike Earnings Review
Digging into the Results of this Disruptor.
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Brad Freeman
5
News of the Week (May 22 - 26)
SoFi; Nvidia; Snowflake; PayPal; JFrog; Match; Uber; Amazon; Meta; Nanox; Upstart; Palo Alto; Cresco Labs; Earnings Round-Up; Macro; Portfolio
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Brad Freeman
New Amazon Position
A brief overview of this investment case.
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Brad Freeman
4
News of the Week (May 15 - 19)
Sea Limited; Alibaba; The Home Depot; Walmart; More Earnings Highlights; PayPal; Progyny; Meta; Shopify; CrowdStrike; SoFi; Amazon; Uber; Macro Data…
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Brad Freeman
SoFi Downgrade
A Quick Response to the Wedbush Downgrade
 • 
Brad Freeman
12
News of the Week (May 8 - 12)
Olo; Revolve; Palantir; Celsius; Hims; Uber; Meta Platforms; PayPal & Match; Nanox; Alphabet; Mastercard; CrowdStrike; Macro; Portfolio
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Brad Freeman
Earnings Roundup -- The Trade Desk; Progyny; Duolingo; Upstart
Digging into the results of these holdings.
 • 
Brad Freeman
4
Stock Market Nerd
Stock Market Nerd
Specific news and analysis on individual public companies.
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