OKTA

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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Portfolio Update

Portfolio Update

Some Changes

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Earnings Review

Zscaler, Okta & Gitlab Earnings + Nvidia News

Mid-Week News

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