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Current Portfolio & Performance Updates
Table of Contents * a. Housekeeping * b. Performance vs. S&P 500 Update * c. Today’s Portfolio Changes & Updated Holdings a. Housekeeping Prices for
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In case you missed it from this earnings season: * Trade Desk Earnings Review * DraftKings & Coupang Earnings Reviews * Shopify & Mercado Libre Earnings Reviews * Uber
Read MoreNews of the Week (May 12 - 16, 2025)
In case you missed it from this week: * Nu, On Running & Cloudflare Earnings Reviews. * My Updated Portfolio & Performance vs. the S&P
Read MoreMy Updated Portfolio & Performance vs. the S&P 500
a. Housekeeping 20% annual discounts close this evening. I’ve extended it twice in response to paywall bugs. Those are now all fixed and I
Read MoreNu, On Running & Cloudflare Earnings Reviews
In case you missed it: * Trade Desk Earnings Review * Shopify & Mercado Libre Earnings Reviews * Uber Earnings Review * AMD & Datadog Earnings Reviews * Lemonade Earnings
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