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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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News of the Week

News of the Week (July 8 - 12)

JP Morgan; Delta; SoFi; Pepsi; Uber; Amazon; Starbucks; Headlines; Macro

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News of the Week

News of the Week (July 1 - 5)

Tesla; Comp Sheets; Mercado Libre & Nu; DraftKings & Flutter; Meta; Microsoft; Headlines; Macro

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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 11 - 15)

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

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