SBUX

Portfolio Update

Portfolio Update

A Large Trim

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Meta

News of the Week (July 15 - 19)

Amazon; Meta; Bank of America; Nu; American Express; Intuitive Surgical; Market Headlines; Macro

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Portfolio Update

CrowdStrike Breach & Portfolio Update (New Position)

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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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Portfolio Update

Portfolio Updates & Mindset

An updated view of the portfolio & plans

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