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New Amazon Position

A brief overview of this investment case.

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News of the Week

News of the Week (August 14 - 18)

PayPal; Sea Limited; Bill.com; Cresco Labs; Nanox; Earnings Round-up; The Trade Desk; Disney; SoFi; Amazon; Meta Platforms; 13F Season; Macro; Portfolio

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Earnings Review

News of the Week (November 15 - 19)

Sea Limited; Nubank; Palo Alto; PayPal; SoFi; Uber; Amazon; Progyny; Disney; Macro; Portfolio

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