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News of the Week

News of the Week

Disney; Amazon; Uber; PayPal; Nike; Valuation Note; Accounting Note; M&A Note; Market Headlines; Portfolio

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News of the Week

News of the Week (January 1 - 5)

Turning the Calendar; 2024 Portfolio Management Expectations; SoFi; Disney; PayPal; Amazon; SentinelOne; Alphabet; Uber; Meta; Macro; Portfolio

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News of the Week

News of the Week (January 15-19)

Taiwan Semi; The Trade Desk; Uber; PayPal; Amazon; SoFi; Meta; Super Micro Computer; Disney; Duolingo; Progyny; Macro; Portfolio

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Amazon

Meta & Amazon Earnings Reviews

Digesting the strong results of these two behemoths.

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News of the Week

News of the Week (February 5 - 9)

Cloudflare; Spotify; Enphase; Chipotle; Fortinet; Pinterest; Bill.com; PayPal; Shopify; Amazon; Duolingo; Macro; Portfolio

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