SNOW

GOOGL / GOOG

News of the Week (October 14 - 18, 2024)

American Express; Bank of America; Disney; Starbucks; ASML; Intuitive Surgical; SentinelOne; SoFi; Sell-Side Notes; Headlines; Macro

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Investment Case

SoFi Deep Dive

Detailing the business model, prospects and risks of a banking disruptor.

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ADBE

News of the Week (September 16 - 20, 2024)

Adobe; Oracle; Snowflake; CrowdStrike; Cloudflare; Datadog; PayPal; SentinelOne; Amazon; Shopify; Search King; Headlines; Macro

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AMZN

Portfolio Update & Rate Cut Thoughts

Digesting the Fed statement, some thoughts on dovish policy and a portfolio update.

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News of the Week

(Rest of) News of the Week (August 26-30)

MongoDB; Okta; Marvel; Headlines; Macro

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