BAC

News of the Week

News of the Week (April 14-18, 2025)

In case you missed it, I published my portfolio earnings season preview this week. That piece also included my updated holdings, performance and some more

TTD

News of the Week (Jan 13 - 17, 2025)

Table of Contents * 1. The Trade Desk (TTD) — M&A * 2. SoFi (SOFI) — Asset Light Lending Growth * 3. Duolingo (DUOL) — Updates * 4. Earnings Season