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Portfolio & Performance Updates

Portfolio & Performance Updates

Table of Contents * a. Performance Updates * b. Changes * c. Updated Holdings a. Performance Updates Overall Performance:

  • Bradley Freeman
3 min read
News of the Week (May 4-8, 2026)

News of the Week (May 4-8, 2026)

  • Bradley Freeman
4 min read
AppLovin & Cloudflare Earnings Reviews

AppLovin & Cloudflare Earnings Reviews

Other reviews from this season to read: * Mercado Libre & Datadog * AMD & Uber * Axon * SoFi * Amazon * Duolingo * Meta * Lemonade * Robinhood * Alphabet * Shopify & Coupang * Reddit * ServiceNow * Apple * Spotify * Palantir * Microsoft * Taiwan Semi

  • Bradley Freeman
12 min read
Mercado Libre & Datadog Earnings

Mercado Libre & Datadog Earnings

Other reviews from this season to read: * AMD & Uber * Axon * SoFi * Amazon * Duolingo * Meta * Lemonade * Robinhood * Alphabet * Shopify & Coupang * Reddit * ServiceNow * Apple * Spotify * Palantir * Microsoft * Taiwan Semi * Netflix * Tesla Table of

  • Bradley Freeman
19 min read
Axon Q1 2026 Earnings Review

Axon Q1 2026 Earnings Review

Other reviews from this season to read: * AMD & Uber * SoFi * Amazon * Duolingo * Meta * Lemonade * Robinhood * Alphabet * Shopify & Coupang * Reddit * ServiceNow * Apple * Spotify * Palantir * Microsoft * Taiwan Semi * Netflix * Tesla I published an

  • Bradley Freeman
11 min read
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