TTD
News of the Week
News of the Week (December 4-8)
Lululemon; GitLab; MongoDB; Shopify; SentinelOne; Broadcom; CrowdStrike; PayPal; Disney; More Market Headlines; Macro; Portfolio
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News of the Week
News of the Week (December 11 - 15)
Quick Service Restaurant Intro; Adobe; SoFi; Disney; Amazon; Uber; Meta; Ad Market; PayPal; Match; Earnings Roundup; Macro; Portfolio
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News of the Week
News of the Week (January 1 - 5)
Turning the Calendar; 2024 Portfolio Management Expectations; SoFi; Disney; PayPal; Amazon; SentinelOne; Alphabet; Uber; Meta; Macro; Portfolio
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News of the Week
News of the Week (January 15-19)
Taiwan Semi; The Trade Desk; Uber; PayPal; Amazon; SoFi; Meta; Super Micro Computer; Disney; Duolingo; Progyny; Macro; Portfolio
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Earnings Review
The Trade Desk (TTD) Earnings Review
Summarizing the results of this open internet advertising titan.
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