TTD
News of the Week
News of the Week (August 7-11)
Duolingo; Upstart; Disney; Palantir; Datadog; Celsius; Axon; Twilio; Hims; PayPal; Uber; Amazon; Macro; Portfolio
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News of the Week
News of the Week (August 14 - 18)
PayPal; Sea Limited; Bill.com; Cresco Labs; Nanox; Earnings Round-up; The Trade Desk; Disney; SoFi; Amazon; Meta Platforms; 13F Season; Macro; Portfolio
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Earnings Review
Nvidia & Snowflake Earnings Reviews
Digesting the results of these two important technology companies.
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Earnings Review
News of the Week (August 28 - September 1)
Lululemon; Salesforce; Okta; SentinelOne; Earnings Round-Up; Shopify; The Trade Desk; Amazon; SoFi; Disney; Macro; Portfolio
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Investment Case
Disney Investment Case
Exploring the prospects & risks of my newest holding.
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