CAVA

News of the Week

News of the Week (January 8 - 12)

Big Bank Earnings; Disney; SoFi; Amazon; Match; Progyny; Lots of Layoffs; Lemonade; Uber/DoorDash/Lyft; CrowdStrike; Macro; Market Headlines; Portfolio

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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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Investment Case

Cava & Sweetgreen Investment Cases

Exploring these two QSR growth stories.

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News of the Week

News of the Week (February 26 - March 1)

Lemonade; Duolingo; Cava; Sweetgreen; Hims; Workday; Okta; Axon; SoFi; Disney; Market Headlines; Macro; Portfolio

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