NKE

Portfolio Update

CrowdStrike Breach & Portfolio Update (New Position)

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News of the Week

News of the Week (July 8 - 12)

JP Morgan; Delta; SoFi; Pepsi; Uber; Amazon; Starbucks; Headlines; Macro

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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 (July 1 - 5)

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

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Deep Dive

Nu Deep Dive

A Complete and Condensed View of the Latin American Banking Disruptor

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