SNOW
News of the Week
News of the Week (July 22 - 26)
Visa; Amazon; PayPal; Enphase; ServiceNow; Chipotle; Disney; Duolingo; CrowdStrike; Alphabet; Meta; Market Headlines; Macro Data
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Investment Case
More Thoughts on CrowdStrike (CRWD) & A New Investment Case
Further Contemplating the CrowdStrike Incident & Opening a New Position on Monday
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News of the Week
News of the Week (July 1 - 5)
Tesla; Comp Sheets; Mercado Libre & Nu; DraftKings & Flutter; Meta; Microsoft; Headlines; Macro
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ABNB
Earnings Season Menu & a Special Discount
Greetings fellow investment Nerds! Earnings season is back and will be as busy as ever. Over the next several weeks, I will listen to dozens
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News of the Week
News of the Week (June 17 - 21)
DraftKings; Flutter; Netflix; Disney; Datadog; Amazon; Meta; Shopify; Lemonade; The Trade Desk; EBIT Comp Sheet; Headlines; Macro
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