LMND
Portfolio Update
Quarterly Portfolio Update
My current portfolio and plans for each holding.
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News of the Week
News of the Week (July 11-15)
The Trade Desk; CrowdStrike; Match; Duolingo; Olo; Penn; SoFi; Lululemon; JFrog; Lemonade; Plaid; Macro; Cannabis; My Activity
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News of the Week
News of the Week (July 25-29)
CrowdStrike; The Trade Desk; Shopify; Progyny; Lemonade; PayPal; Upstart; SoFi; Lululemon/Revolve; Match Group; Olo; JFrog; CHIPS Bill; Macro; My Activity
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Deep Dive
PayPal Deep Dive
A complete exploration of this company, its prospects and risks.
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News of the Week
News of the Week (August 1st - 5th)
Progyny; Duolingo; Green Thumb; Match; Revolve; JFrog; Penn; Meta; Lemonade; The Trade Desk; Shopify; Macro; My Activity
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