Earnings Review
Earnings Review
Uber Q2 2023 Earnings Review
Digesting the results of this Transportation Disruptor
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Earnings Review
Shopify & PayPal Q2 Earnings Reviews
Digesting the results of these e-commerce & payments players.
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News of the Week
News of the Week (July 31 - August 4)
Match; JFrog; Lemonade; Progyny; Apple; AMD; MercadoLibre; Cloudflare; Block; DraftKings; Fortinet; Portfolio
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Earnings Review
The Trade Desk & Revolve Earnings Reviews
Digesting the results of two core holdings.
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