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News of the Week

News of the Week (September 18-22)

CrowdStrike; Disney; Airbnb; Meta; Uber; Amazon; SoFi; Match; Consumer Health Data; Noisy Fed Meeting; Macro; My Portfolio

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Investment Case

Disney Investment Case

Exploring the prospects & risks of my newest holding.

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News of the Week

News of the Week (September 25 - 29)

Meta; Amazon; Uber; Costco; Nike; PayPal; Shopify; Lululemon; Final Headlines; Macro; My Portfolio

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News of the Week

News of the Week (October 2 - 6)

Disney; Meta; Uber; SoFi; Amazon; Airbnb; PayPal; Nanox; Key Market News; Macro; Portfolio

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News of the Week

News of the Week (October 16-20)

Taiwan Semi; Intuitive Surgical; Duolingo; Disney; SoFi; Apple; Nvidia; SolarEdge; Shopify; Amazon; The Trade Desk; CrowdStrike; SentinelOne; Visa; Mastercard; PayPal; Macro; Portfolio

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