DDOG
Investment Case
SoFi Deep Dive
Detailing the business model, prospects and risks of a banking disruptor.
Read More
ADBE
News of the Week (September 16 - 20, 2024)
Adobe; Oracle; Snowflake; CrowdStrike; Cloudflare; Datadog; PayPal; SentinelOne; Amazon; Shopify; Search King; Headlines; Macro
Read More
AMZN
Portfolio Update & Rate Cut Thoughts
Digesting the Fed statement, some thoughts on dovish policy and a portfolio update.
Read More
ABNB
News of the Week
Search King; ZScaler; SentinelOne; Uber; Microsoft; Credit & Bank Interviews; Adobe; Macro
Read More
Earnings Review
Snowflake Earnings, Palo Alto Earnings, Jobs Revision & PayPal News
Mid-week news update.
Read More