CAVA

ABNB

Fleeting Discounts to Avoid Future Price Hikes

Table of Contents * a. News * b. Fleeting Discount * c. Earnings Reviews to Read From This Season * d. Portfolio Performance Since Inception a. News Prices are

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CMG

Chipotle Q1 2025 Earnings Review

a.  Key Points * Challenging quarter amid challenging times. * Market share trends are good. * International expansion is going well. * Working through margin and revenue headwinds. b.

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Portfolio Update

Portfolio & Performance Update (New Holding)

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ABNB

Earnings Season 20% Subscription Discounts

Greetings fellow investment nerds! Earnings season is back and so are annual subscription discounts. Over the next several weeks, I will cover 40+ reports in

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Portfolio Update

Q1 2025 Earnings Season Preview

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