LULU

News of the Week

News of the Week (December 4-8)

Lululemon; GitLab; MongoDB; Shopify; SentinelOne; Broadcom; CrowdStrike; PayPal; Disney; More Market Headlines; Macro; Portfolio

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News of the Week

News of the Week

Disney; Amazon; Uber; PayPal; Nike; Valuation Note; Accounting Note; M&A Note; Market Headlines; Portfolio

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News of the Week

News of the Week (January 1 - 5)

Turning the Calendar; 2024 Portfolio Management Expectations; SoFi; Disney; PayPal; Amazon; SentinelOne; Alphabet; Uber; Meta; Macro; Portfolio

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Investment Case

Cava & Sweetgreen Investment Cases

Exploring these two QSR growth stories.

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News of the Week

News of the Week (February 26 - March 1)

Lemonade; Duolingo; Cava; Sweetgreen; Hims; Workday; Okta; Axon; SoFi; Disney; Market Headlines; Macro; Portfolio

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