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
News of the Week (September 15-19, 2025) Covering a few investor days and another noisy week in markets.
News of the Week (September 8 - 12, 2025) Wrapping up earnings season, Goldman Sachs conference coverage and more.
