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News of the Week (September 25 - 29)

Meta; Amazon; Uber; Costco; Nike; PayPal; Shopify; Lululemon; Final Headlines; Macro; My Portfolio

Sep 30 •

News of the Week (September 18-22)

CrowdStrike; Disney; Airbnb; Meta; Uber; Amazon; SoFi; Match; Consumer Health Data; Noisy Fed Meeting; Macro; My Portfolio

Sep 23 •

Disney Investment Case

Exploring the prospects & risks of my newest holding.

Sep 18 •

News of the Week (September 11 - 15)

PayPal; Disney; Amazon; JFrog; Earnings; Netflix; Revolve; Market Headlines; Macro; My Portfolio

Sep 16 •

News of the Week (September 4 - 8)

SoFi; Uber; Match; PayPal; Shopify; Airbnb; Earnings Roundup; Meta; Disney; Macro; Portfolio

Sep 9 •

News of the Week (August 28 - September 1)

Lululemon; Salesforce; Okta; SentinelOne; Earnings Round-Up; Shopify; The Trade Desk; Amazon; SoFi; Disney; Macro; Portfolio

Sep 2 •

August 2023

CrowdStrike FY Q2 2024 Earnings Review

Digesting the strong results of this cybersecurity disruptor.

Aug 30 •

News of the Week (August 21 - 25)

Earnings Roundup; Disney; Shopify; CrowdStrike; Progyny; Meta; Amazon; PayPal; SoFi; Macro; Portfolio

Aug 26 •

Nvidia & Snowflake Earnings Reviews

Digesting the results of these two important technology companies.

Aug 24 •

News of the Week (August 14 - 18)

PayPal; Sea Limited; Bill.com; Cresco Labs; Nanox; Earnings Round-up; The Trade Desk; Disney; SoFi; Amazon; Meta Platforms; 13F Season; Macro; Portfolio

Aug 19 •

News of the Week (August 7-11)

Duolingo; Upstart; Disney; Palantir; Datadog; Celsius; Axon; Twilio; Hims; PayPal; Uber; Amazon; Macro; Portfolio

Aug 12 •

The Trade Desk & Revolve Earnings Reviews

Digesting the results of two core holdings.

Aug 9 •

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