News of the Week (July 15 - 19) Amazon; Meta; Bank of America; Nu; American Express; Intuitive Surgical; Market Headlines; Macro
More Thoughts on CrowdStrike (CRWD) & A New Investment Case Further Contemplating the CrowdStrike Incident & Opening a New Position on Monday
CrowdStrike Breach & Portfolio Update (New Position) Table of Contents * 1. CrowdStrike News * How I’m Handling the Position: * 2. A New Holding 1. CrowdStrike News Early this morning, train stations, airports, hospitals and stores across the globe experienced a
