S
Investment Case
More Thoughts on CrowdStrike (CRWD) & A New Investment Case
Further Contemplating the CrowdStrike Incident & Opening a New Position on Monday
Read More
News of the Week
News of the Week (July 8 - 12)
JP Morgan; Delta; SoFi; Pepsi; Uber; Amazon; Starbucks; Headlines; Macro
Read More
News of the Week
News of the Week (July 1 - 5)
Tesla; Comp Sheets; Mercado Libre & Nu; DraftKings & Flutter; Meta; Microsoft; Headlines; Macro
Read More
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
Read More