OKTA
CRWD
CrowdStrike Earnings Review with WorkDay & Dell Earnings Snapshots
Table of Contents * 1. Dell & Workday — Brief Earnings Snapshots * a. Dell * Results: * Balance Sheet: * Guidance & Valuation: * b. Workday * Results: * Balance Sheet: * Guidance &
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GOOGL / GOOG
Portfolio Update & Earnings Season Preview
Working through some portfolio management thoughts as we enter the busy season.
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Investment Case
SoFi Deep Dive
Detailing the business model, prospects and risks of a banking disruptor.
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ADBE
News of the Week (September 16 - 20, 2024)
Adobe; Oracle; Snowflake; CrowdStrike; Cloudflare; Datadog; PayPal; SentinelOne; Amazon; Shopify; Search King; Headlines; Macro
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News of the Week
News of the Week (September 3 - 6)
Broadcom; Samsara; Amazon; Celsius; CrowdStrike; DraftKings; Microsoft; Shopify; Macro; Headlines
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