MSFT
GOOGL / GOOG
Portfolio Update & Earnings Season Preview
Working through some portfolio management thoughts as we enter the busy season.
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Investment Case
SoFi Deep Dive
Detailing the business model, prospects and risks of a banking disruptor.
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GOOGL / GOOG
News of the Week (September 23 - 27, 2024)
SoFi; Duolingo; Micron; Meta; Visa; Uber; Nu; Lemonade; Market Headlines; Macro
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ADBE
News of the Week (September 16 - 20, 2024)
Adobe; Oracle; Snowflake; CrowdStrike; Cloudflare; Datadog; PayPal; SentinelOne; Amazon; Shopify; Search King; Headlines; Macro
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ABNB
News of the Week
Search King; ZScaler; SentinelOne; Uber; Microsoft; Credit & Bank Interviews; Adobe; Macro
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