OKTA

Investment Case

More Thoughts on CrowdStrike (CRWD) & A New Investment Case

Further Contemplating the CrowdStrike Incident & Opening a New Position on Monday

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News of the Week

News of the Week (June 11 - 15)

Broadcom; Adobe; SoFi; Okta; AMD; American Express; Progyny; Market Headlines; Powell Press Conference & Macro

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Earnings Review

CrowdStrike (CRWD) Earnings Review

Exploring the Results of This Cybersecurity Disruptor.

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News of the Week

News of the Week (May 27 -31)

Salesforce; Cava; SentinelOne; Zscaler; Okta; UiPath; Dell; MongoDB; Meta; Amazon; Nu; PayPal; Draftkings & Flutter; Lululemon; Market Headlines; Portfolio & Transactions

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News of the Week

News of the Week (October 4-8)

Upstart; CrowdStrike; SoFi Technologies; Teladoc Health; Butterfly Network; Facebook; Penn National Gaming; JFrog; Cannabis; Microsoft; Progyny; My Activity

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