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Portfolio Update

Quarterly Portfolio Summary

A detailed look into my investments and approach.

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News of the Week

News of the Week (January 10-14)

CrowdStrike; Upstart; Teladoc Health; Olo; GoodRx; Progyny; JFrog; Ayr Wellness + Cresco; The Boeing Company; My Activity

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News of the Week

News of the Week (January 3-7)

SoFi Technologies; Upstart; Green Thumb Industries; The Boing Company; Microsoft & Planet Fitness; Cannabis News; My Activity

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News of the Week

News of the Week (April 4-8)

CrowdStrike; SoFi Technologies; Upstart; Penn National Gaming; PayPal Holdings; Match Group; Meta Platforms; The Boeing Company; Duolingo; Nanox; My Activity

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News of the Week

News of the Week (April 11-15)

CrowdStrike; Teladoc Health; The Trade Desk; Meta Platforms; PayPay Holdings; SoFi Technologies; Progyny; Match Group; The Boeing Company; CPI; Cannabis News; My Activity

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