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Earnings Review

Snowflake & Salesforce Earnings Reviews

Exploring the results of these large software & data players

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News of the Week

News of the Week (February 26 - March 1)

Lemonade; Duolingo; Cava; Sweetgreen; Hims; Workday; Okta; Axon; SoFi; Disney; Market Headlines; Macro; Portfolio

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Earnings Review

CrowdStrike Earnings Review

Exploring the results of this thriving disruptor

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News of the Week

News of the Week (March 4 - 8)

MongoDB; Visa; SoFi; Disney; PayPal; Snowflake; Broadcom; GitLab; Alphabet; Zscaler & Cloudflare; Market Headlines; Macro; Portfolio

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News of the Week

SentinelOne Investment Case & News of the Week (March 11 - 15)

SentinelOne; Progyny; PayPal; Uber; SoFi; Amazon; Adobe; UiPath; On Running; Market Headlines; Macro; Portfolio & Updated Performance

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