LMND

Portfolio Update

Portfolio Updates & Mindset

An updated view of the portfolio & plans

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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 (June 3 - 7)

Snowflake; Starbucks; Nvidia; PayPal; SentinelOne; Robinhood; CrowdStrike; Disney; Gitlab; Samsara; Headlines; Macro

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Portfolio Update

Portfolio Update (Max)

Updated Holdings & Plans

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News of the Week

News of the Week (7/19 - 7/23)

Teladoc Health; Ayr Wellness; Duolingo; Butterfly; Lemonade; JFrog; Upstart; Tattooed Chef

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