PLTR

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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ABNB

Earnings Season Menu & a Special Discount

Greetings fellow investment Nerds! Earnings season is back and will be as busy as ever. Over the next several weeks, I will listen to dozens

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News of the Week

News of the Week (June 17 - 21)

DraftKings; Flutter; Netflix; Disney; Datadog; Amazon; Meta; Shopify; Lemonade; The Trade Desk; EBIT Comp Sheet; Headlines; 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 (February 13 - 17)

The Trade Desk; Meta; PayPal; Lemonade; Datadog; Palantir; Applied Materials; Roblox; Macro; My Activity

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