CPNG

Amazon

News of the Week (August 19-23)

Workday; Intuit; Bill; Cava; Uber; SentinelOne; CrowdStrike; Amazon; Headlines; Macro

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Portfolio Update

Portfolio Update

Some Adding

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Portfolio Update

Portfolio Updates & Mindset

An updated view of the portfolio & plans

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Deep Dive

Olo Deep Dive

A detailed exploration into this software business.

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News of the Week

News of the Week (March 6 – 10)

SoFi; Shopify; Meta; Uber; PayPal; Airbnb; Match; Visa/Mastercard/BofA; Sea Limited; Nanox; Olo; Macro; My Activity

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