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News of the Week
News of the Week (November 22-26)
Upstart; Lemonade; Ayr Wellness; CuriosityStream; Cannabis; A Note on Macro; My Activity
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News of the Week
News of the Week (January 10-14)
CrowdStrike; Upstart; Teladoc Health; Olo; GoodRx; Progyny; JFrog; Ayr Wellness + Cresco; The Boeing Company; My Activity
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Portfolio Update
Quarterly Portfolio & Investing Update
A current overview of my portfolio, my approach, and my plans for each holding.
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News of the Week
News of the Week (May 2-6)
Progyny; Match Group; Penn National Gaming; Revolve Group; Green Thumb; Shopify; Upstart; CrowdStrike; The Trade Desk; Meta Platforms; SoFi Technologies; Duolingo; Macro; My Activity
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