Investment Case

Investment Case

Disney Investment Case

Exploring the prospects & risks of my newest holding.

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Investment Case

Cava & Sweetgreen Investment Cases

Exploring these two QSR growth stories.

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News of the Week

SentinelOne Investment Case & News of the Week (March 11 - 15)

SentinelOne; Progyny; PayPal; Uber; SoFi; Amazon; Adobe; UiPath; On Running; Market Headlines; Macro; Portfolio & Updated Performance

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