News of the Week (December 11 - 15) Quick Service Restaurant Intro; Adobe; SoFi; Disney; Amazon; Uber; Meta; Ad Market; PayPal; Match; Earnings Roundup; Macro; Portfolio
News of the Week (January 1 - 5) Turning the Calendar; 2024 Portfolio Management Expectations; SoFi; Disney; PayPal; Amazon; SentinelOne; Alphabet; Uber; Meta; Macro; Portfolio
News of the Week Disney; Amazon; Uber; PayPal; Nike; Valuation Note; Accounting Note; M&A Note; Market Headlines; Portfolio
News of the Week (January 8 - 12) Big Bank Earnings; Disney; SoFi; Amazon; Match; Progyny; Lots of Layoffs; Lemonade; Uber/DoorDash/Lyft; CrowdStrike; Macro; Market Headlines; Portfolio
