TTD
GOOGL / GOOG
Portfolio Update & Earnings Season Preview
Working through some portfolio management thoughts as we enter the busy season.
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NFLX
Netflix & Taiwan Semiconductor Earnings Reviews
Digesting the results of these two large caps.
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GOOGL / GOOG
News of the Week (October 7 - 11, 2024)
Amazon; Alphabet; Celsius; Tesla; Piper Sandler Teen Survey; SoFi; JP Morgan; Cloudflare; Headlines; Macro
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ABNB
News of the Week (September 30, October 4, 2024)
Nike; Tesla; Sell-Side Notes; EBIT Comp Sheets; Hims; Amazon; Nu; SoFi; Headlines; Macro
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