Portfolio & Performance Updates I am trimming 2 existing positions to take 200%+ profits in one and 300%+ profits in the other. I am shifting that exposure into another core name. The move is predominately to control
Portfolio & Performance Updates a. Updated Performance vs. the S&P 500 Since Inception: Year-to-date: b. Portfolio Changes & Updated Holdings
Rubrik Deep Dive Table of Contents * a. Rubrik Product Suite * General Niche: * Products: * b. Financial Data & Most Recent Quarter * Business Model & an Accounting Note: * Most Recent Quarter – Demand: * Most Recent Quarter – Profits & Margins:
News of the Week (September 22-26, 2025) Housekeeping & Recent Content: * A detailed overview of Rubrik’s business and stock will be published soon. * My current portfolio & performance vs. the S&P 500 can be found here. I
Significant Portfolio Change & Updated Performance Hey nerds! We've had some issues with deliverability since moving over to Ghost. If you wouldn't mind marking us as a safe sender and/or replying to this email
