CMG

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

Some Adding

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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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Investment Case

Starbucks Investment Case

a condensed view of the coffee giant's prospects

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News of the Week

News of the Week (June 3 - 7)

Snowflake; Starbucks; Nvidia; PayPal; SentinelOne; Robinhood; CrowdStrike; Disney; Gitlab; Samsara; Headlines; Macro

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