News of the Week (April 6-10, 2026) Loading the Elevenlabs Text to Speech AudioNative Player... Earnings season kicks back off next week. Taiwan Semiconductor and Netflix earnings reviews will come Thursday. Big bank credit data will come Saturday. Excited for
Portfolio & Performance Updates (2 New Buys) Table of Contents * a. Performance * b. Transactions * c. Portfolio Management Strategy * d. Holdings a. Performance Overall performance:
News of the Week (March 30 - April 3, 2026) The Nike earnings review and a portfolio/performance update were published during the week. 1. Updated Fast Growth FCF Comp Sheet * The average FCF dropped sharply since January 3rd from 2.1x to
