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News of the Week

News of the Week (January 22 - 26)

Visa; American Express; Capital One; ServiceNow; Intuitive Surgical; PayPal; Intel; Apple; Macro; My Portfolio

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News of the Week

News of the Week (Jan 29 - Feb 2)

Apple; Mastercard; Match; AMD; Supermicro; Shopify; PayPal; Disney; SoFi; CrowdStrike; Macro; Portfolio

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News of the Week

News of the Week (February 5 - 9)

Cloudflare; Spotify; Enphase; Chipotle; Fortinet; Pinterest; Bill.com; PayPal; Shopify; Amazon; Duolingo; Macro; Portfolio

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Investment Case

Cava & Sweetgreen Investment Cases

Exploring these two QSR growth stories.

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Earnings Review

Shopify & Airbnb Earnings Reviews

Weighing the results of these two emerging giants.

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