CMG
Earnings Review
News of the Week (May 19 - 23, 2025)
I published my Snowflake & Palo Alto Earnings Reviews during the week. I also published a portfolio & performance update. Next week, I will be
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Portfolio Update
Current Portfolio & Performance Updates
Table of Contents * a. Housekeeping * b. Performance vs. S&P 500 Update * c. Today’s Portfolio Changes & Updated Holdings a. Housekeeping Prices for
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Earnings Review
Snowflake & Palo Alto Earnings Reviews
In case you missed it from this earnings season: * Trade Desk Earnings Review * DraftKings & Coupang Earnings Reviews * Shopify & Mercado Libre Earnings Reviews * Uber
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ABNB
News of the Week (May 12 - 16, 2025)
In case you missed it from this week: * Nu, On Running & Cloudflare Earnings Reviews. * My Updated Portfolio & Performance vs. the S&P
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ABNB
My Updated Portfolio & Performance vs. the S&P 500
a. Housekeeping 20% annual discounts close this evening. I’ve extended it twice in response to paywall bugs. Those are now all fixed and I
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