NKE

News of the Week

News of the Week (May 22 - 26)

SoFi; Nvidia; Snowflake; PayPal; JFrog; Match; Uber; Amazon; Meta; Nanox; Upstart; Palo Alto; Cresco Labs; Earnings Round-Up; Macro; Portfolio

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Amazon

New Amazon Position

A brief overview of this investment case.

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News of the Week

News of the Week (June 26 - 30)

Stock Comp Debate; Meta; Snowflake; Amazon; SoFi; Uber; Nike; Airbnb; Lemonade; Progyny; More Headlines; Macro; Portfolio

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News of the Week

News of the Week (August 21 - 25)

Earnings Roundup; Disney; Shopify; CrowdStrike; Progyny; Meta; Amazon; PayPal; SoFi; Macro; Portfolio

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News of the Week

News of the Week (September 25 - 29)

Meta; Amazon; Uber; Costco; Nike; PayPal; Shopify; Lululemon; Final Headlines; Macro; My Portfolio

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