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Portfolio Update (Max)

Updated Holdings & Plans

  • Bradley Freeman
2 min read
Free Access

This Month's Menu & Extended Annual Discounts

Greetings free Nerd subscribers, I hope you had a great week. This weekend’s article is packed with information including: 1. Nvidia Computex Keynote & some investment case commentary 2. Snowflake Investor Day

  • Bradley Freeman
1 min read

Mid-Week Earnings & Conference Coverage

Table of Contents * 1. MongoDB (MDB) – Earnings Review * 2. Airbnb (ABNB) — Investor Conference * 3. Lululemon (LULU) — Earnings Review * 4. Zscaler (ZS) – Earnings Review * 5. Uber (UBER) – CFO Interview 1. MongoDB (MDB) – Earnings Review

  • Bradley Freeman
29 min read
CrowdStrike (CRWD) Earnings Review

CrowdStrike (CRWD) Earnings Review

Exploring the Results of This Cybersecurity Disruptor.

  • Bradley Freeman
10 min read

Portfolio Update -- CrowdStrike

Plans for this position heading into earnings.

  • Bradley Freeman
2 min read
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