CRWD

Portfolio Update

CrowdStrike Breach & Portfolio Update (New Position)

Read More
News of the Week

News of the Week (July 1 - 5)

Tesla; Comp Sheets; Mercado Libre & Nu; DraftKings & Flutter; Meta; Microsoft; Headlines; Macro

Read More
Amazon

News of the Week (June 24 - 28)

Nike; Datadog; Nu; Hims; Nvidia; Micron; Amazon; Meta & Apple; Shopify; Progyny; Headlines; Macro

Read More
ABNB

Earnings Season Menu & a Special Discount

Greetings fellow investment Nerds! Earnings season is back and will be as busy as ever. Over the next several weeks, I will listen to dozens

Read More
News of the Week

News of the Week (June 17 - 21)

DraftKings; Flutter; Netflix; Disney; Datadog; Amazon; Meta; Shopify; Lemonade; The Trade Desk; EBIT Comp Sheet; Headlines; Macro

Read More