CMG

News of the Week

News of the Week (November 27 - December 1)

Zscaler; Salesforce; Snowflake; Workday, Intuit & Okta; Disney; Uber; Amazon; PayPal, Shopify, Lululemon, Adobe & Mastercard; Nanox; Macro; 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 (March 25 - 29)

Disney; Amazon; SoFi; PayPal; Visa/Mastercard; Lululemon & Snowflake; Match Group; CrowdStrike; Alphabet, Meta & Apple; Boeing; MercadoLibre & Nu Holdings; Macro; Portfolio

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News of the Week

News of the Week (April 8 - 12)

Amazon; Google, Nvidia & Intel; Meta; Lulu; Piper Sandler Teen Survey; SoFi; J.P. Morgan; Lemonade; Uber; Apple; Market Headlines; Macro; Portfolio

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