LULU

News of the Week

News of the Week (March 18 - 22, 2025)

In case you missed it – my review of the Fed statement and Powell presser can be found here. Table of Contents * 1. Alphabet (GOOGL) – M&

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Portfolio Update

Portfolio & Performance Updates

More adding.

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News of the Week

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

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GOOGL / GOOG

Portfolio Management Thoughts Amid Tariffs

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Tesla

Meta, Tesla & Starbucks Earnings Reviews + DeepSeek News & Implications

Dissecting 3 earnings reports and some GenAI disruption

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