ABNB

News of the Week

News of the Week (May 27 -31)

Salesforce; Cava; SentinelOne; Zscaler; Okta; UiPath; Dell; MongoDB; Meta; Amazon; Nu; PayPal; Draftkings & Flutter; Lululemon; Market Headlines; Portfolio & Transactions

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Deep Dive

Progyny Deep Dive

A close look inside this fertility benefits disruptor.

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News of the Week

News of the Week (March 7-11)

Upstart; PayPal Holdings; SoFi Technologies; Revolve Group; GoodRx; JFrog; Teladoc Health; Meta Platforms; CrowdStrike; The Trade Desk; My Activity (With a Portfolio Change)

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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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