ABNB

Portfolio Update

Quarterly Portfolio & Investing Update

A current overview of my portfolio, my approach, and my plans for each holding.

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Earnings Review

PayPal Q1 2022 Earnings Review

Exploring the Results of This Global Payments Titan.

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News of the Week

News of the Week (May 16-20)

Meta Platforms; Upstart Holdings; PayPal Holdings; Progyny; Match Group; Cresco Labs; SoFi Technologies; Olo; CrowdStrike; Nanox; Macro; My Activity

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News of the Week

News of the Week (June 6-10)

CrowdStrike; SoFi; Progyny; Revolve; PayPal; Olo; Upstart; JFrog; The Trade Desk; Duolingo; GoodRx; Shopify; Macro; Cannabis; My Activity

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Deep Dive

PayPal Deep Dive

A complete exploration of this company, its prospects and risks.

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