LMND

Portfolio Update
Nerd Max Access

Portfolio, Performance & Macro Updates

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News of the Week

News of the Week (March 24 - 28, 2025)

In case you missed it from this past week: * Detailed Lululemon Earnings Review. * My updated portfolio & performance (sold a position this week). 1. Updated

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Earnings Review

Lemonade Earnings Review

Detailing the results of this insurance disruptor.

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News of the Week

News of the Week (February 3 - 7, 2025)

Most of this week’s content has already been sent. In case you missed it: * Amazon, Cloudflare (part 1) and Disney Earnings Reviews * Uber Earnings

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Portfolio Update
Nerd Max Access

Portfolio Earnings Season Preview

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