Portfolio & Performance Update
Updated Performance vs. the S&P 500: Portfolio Changes and Updated Holdings:
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SoFi Deep Dive
SoFi aims to be the one-stop shop for consumer financial needs, with an owned tech stack that it also sells to customers like Robinhood and H&R Block. While it started as a student loan company, it now offers a full line of core financial services and lending products.
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Newest Posts
October 15, 2025
October 11, 2025
News of the Week (October 6 - 10, 2025)
Table of Contents: 1. Alphabet – Gemini Enterprise & Search 2. PayPal – BNPL & Ads 3. Amazon – Quick Suite 4. AI
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October 4, 2025
News of the Week (September 29 - October 3, 2025)
Table of Contents: * Nike – Earnings Review * Cloudflare – Earnings Review * The Trade Desk – New Product & a Partner * Mercado Libre – Noisy
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