Portfolio Update

Portfolio Update
Nerd Max Access

Portfolio Update

Some Adding

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Portfolio Update
Nerd Max Access

Portfolio Update With a New Holding (Max)

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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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Portfolio Update

CrowdStrike Breach & Portfolio Update (New Position)

Table of Contents * 1. CrowdStrike News * How I’m Handling the Position: * 2. A New Holding 1. CrowdStrike News Early this morning, train stations, airports,

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Portfolio Update
Nerd Max Access

Portfolio Updates & Mindset

An updated view of the portfolio & plans

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