A Complete and Condensed View of the Latin American Banking Disruptor

Nike; Datadog; Nu; Hims; Nvidia; Micron; Amazon; Meta & Apple; Shopify; Progyny; Headlines; Macro

Greetings fellow investment Nerds! Earnings season is back and will be as busy as ever. Over the next several weeks, I will listen to dozens of hours of earnings calls and read earnings

DraftKings; Flutter; Netflix; Disney; Datadog; Amazon; Meta; Shopify; Lemonade; The Trade Desk; EBIT Comp Sheet; Headlines; Macro

Portfolio Update -- Trims & Adds