CRM

News of the Week

News of the Week

Disney; Amazon; Uber; PayPal; Nike; Valuation Note; Accounting Note; M&A Note; Market Headlines; Portfolio

Read More

News of the Week

News of the Week (January 1 - 5)

Turning the Calendar; 2024 Portfolio Management Expectations; SoFi; Disney; PayPal; Amazon; SentinelOne; Alphabet; Uber; Meta; Macro; Portfolio

Read More

News of the Week

News of the Week (January 8 - 12)

Big Bank Earnings; Disney; SoFi; Amazon; Match; Progyny; Lots of Layoffs; Lemonade; Uber/DoorDash/Lyft; CrowdStrike; Macro; Market Headlines; Portfolio

Read More

Amazon

Meta & Amazon Earnings Reviews

Digesting the strong results of these two behemoths.

Read More

Earnings Review

Snowflake & Salesforce Earnings Reviews

Exploring the results of these large software & data players

Read More