TTD

Portfolio Update
Nerd Max Access

Portfolio, Performance & Macro Updates

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News of the Week

News of the Week (March 24 - 28, 2025)

In case you missed it from this past week: * Detailed Lululemon Earnings Review. * My updated portfolio & performance (sold a position this week). 1. Updated

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News of the Week

News of the Week (March 18 - 22, 2025)

In case you missed it – my review of the Fed statement and Powell presser can be found here. Table of Contents * 1. Alphabet (GOOGL) – M&

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Earnings Review

The Trade Desk Earnings Review + a Robinhood Snapshot

Digesting the underwhelming results of this special compounder.

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Portfolio Update
Nerd Max Access

Portfolio Earnings Season Preview

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