DDOG

Investment Case

More Thoughts on CrowdStrike (CRWD) & A New Investment Case

Further Contemplating the CrowdStrike Incident & Opening a New Position on Monday

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Amazon

News of the Week (June 24 - 28)

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

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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

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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

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News of the Week

News of the Week (October 11-15)

CrowdStrike; The Trade Desk; Upstart; GoodRx; Ayr Wellness; Progyny; American Cannabis News; Personal Stock Picking Update; My Activity

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