CELH

News of the Week

News of the Week (July 22 - 26)

Visa; Amazon; PayPal; Enphase; ServiceNow; Chipotle; Disney; Duolingo; CrowdStrike; Alphabet; Meta; Market Headlines; Macro Data

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Portfolio Update

Portfolio Update

A Large Trim

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Portfolio Update

CrowdStrike Breach & Portfolio Update (New Position)

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Amazon

News of the Week (June 24 - 28)

Nike; Datadog; Nu; Hims; Nvidia; Micron; Amazon; Meta & Apple; Shopify; Progyny; Headlines; Macro

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ABNB

Earnings Season Menu & a Special Discount

Greetings fellow investment Nerds! Earnings season is back and will be as busy as ever. Over the next several weeks, I will listen to dozens

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