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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