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News of the Week

News of the Week (December 4-8)

Lululemon; GitLab; MongoDB; Shopify; SentinelOne; Broadcom; CrowdStrike; PayPal; Disney; More Market Headlines; Macro; Portfolio

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News of the Week

News of the Week (January 1 - 5)

Turning the Calendar; 2024 Portfolio Management Expectations; SoFi; Disney; PayPal; Amazon; SentinelOne; Alphabet; Uber; Meta; Macro; Portfolio

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News of the Week

News of the Week (Jan 29 - Feb 2)

Apple; Mastercard; Match; AMD; Supermicro; Shopify; PayPal; Disney; SoFi; CrowdStrike; Macro; Portfolio

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News of the Week

News of the Week (February 19 - 23)

Palo Alto; CrowdStrike; Mercado Libre; Nu Holdings; Block; Walmart; Home Depot; Intuit; Progyny; Macro; Portfolio

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News of the Week

SentinelOne Investment Case & News of the Week (March 11 - 15)

SentinelOne; Progyny; PayPal; Uber; SoFi; Amazon; Adobe; UiPath; On Running; Market Headlines; Macro; Portfolio & Updated Performance

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