LULU

Portfolio Update

Portfolio Update

A Large Trim

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Portfolio Update

Portfolio Update

Some Adding

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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 24 - 28)

Nike; Datadog; Nu; Hims; Nvidia; Micron; Amazon; Meta & Apple; Shopify; Progyny; 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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