CRWD
GOOGL / GOOG
News of the Week (October 14 - 18, 2024)
American Express; Bank of America; Disney; Starbucks; ASML; Intuitive Surgical; SentinelOne; SoFi; Sell-Side Notes; Headlines; Macro
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GOOGL / GOOG
Portfolio Update & Earnings Season Preview
Working through some portfolio management thoughts as we enter the busy season.
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Investment Case
SoFi Deep Dive
Detailing the business model, prospects and risks of a banking disruptor.
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GOOGL / GOOG
News of the Week (October 7 - 11, 2024)
Amazon; Alphabet; Celsius; Tesla; Piper Sandler Teen Survey; SoFi; JP Morgan; Cloudflare; Headlines; Macro
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ADBE
News of the Week (September 16 - 20, 2024)
Adobe; Oracle; Snowflake; CrowdStrike; Cloudflare; Datadog; PayPal; SentinelOne; Amazon; Shopify; Search King; Headlines; Macro
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