SE

News of the Week

News of the Week (March 6 – 10)

SoFi; Shopify; Meta; Uber; PayPal; Airbnb; Match; Visa/Mastercard/BofA; Sea Limited; Nanox; Olo; Macro; My Activity

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News of the Week

News of the Week (May 15 - 19)

Sea Limited; Alibaba; The Home Depot; Walmart; More Earnings Highlights; PayPal; Progyny; Meta; Shopify; CrowdStrike; SoFi; Amazon; Uber; Macro Data; Portfolio

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Amazon

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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