MSFT

Investment Case

More Thoughts on CrowdStrike (CRWD) & A New Investment Case

Further Contemplating the CrowdStrike Incident & Opening a New Position on Monday

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News of the Week

News of the Week (July 1 - 5)

Tesla; Comp Sheets; Mercado Libre & Nu; DraftKings & Flutter; Meta; Microsoft; Headlines; Macro

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Amazon

News of the Week (June 24 - 28)

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

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ABNB

Earnings Season Menu & a Special Discount

Greetings fellow investment Nerds! Earnings season is back and will be as busy as ever. Over the next several weeks, I will listen to dozens

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News of the Week

News of the Week (June 11 - 15)

Broadcom; Adobe; SoFi; Okta; AMD; American Express; Progyny; Market Headlines; Powell Press Conference & Macro

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