CELH

GOOGL / GOOG

Portfolio Update & Earnings Season Preview

Working through some portfolio management thoughts as we enter the busy season.

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GOOGL / GOOG

News of the Week (October 7 - 11, 2024)

Amazon; Alphabet; Celsius; Tesla; Piper Sandler Teen Survey; SoFi; JP Morgan; Cloudflare; Headlines; Macro

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ABNB

News of the Week (September 30, October 4, 2024)

Nike; Tesla; Sell-Side Notes; EBIT Comp Sheets; Hims; Amazon; Nu; SoFi; Headlines; Macro

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GOOGL / GOOG

News of the Week (September 23 - 27, 2024)

SoFi; Duolingo; Micron; Meta; Visa; Uber; Nu; Lemonade; Market Headlines; Macro

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ABNB

News of the Week

Search King; ZScaler; SentinelOne; Uber; Microsoft; Credit & Bank Interviews; Adobe; Macro

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