DKNG

Investment Case

Disney Investment Case

Exploring the prospects & risks of my newest holding.

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Earnings Review

News of the Week (October 30 - November 3)

Pinterest; Match; Lemonade; Mercado Libre; Disney; Amazon; Meta; AMD; JFrog; Block; Fortinet; DraftKings; Macro; Portfolio

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News of the Week

News of the Week (January 15-19)

Taiwan Semi; The Trade Desk; Uber; PayPal; Amazon; SoFi; Meta; Super Micro Computer; Disney; Duolingo; Progyny; Macro; Portfolio

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News of the Week

News of the Week (February 12 - 16)

Datadog; Uber; Coinbase; DraftKings; JFrog; Twilio; DoorDash; Disney; Amazon; Meta; SoFi; Macro; Portfolio

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Earnings Review

Amazon (AMZN) & PayPal (PYPL) -- Q1 2024 Earnings Reviews

Digesting the Q1 2024 results of these two companies.

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