ZS
News of the Week
News of the Week (March 4 - 8)
MongoDB; Visa; SoFi; Disney; PayPal; Snowflake; Broadcom; GitLab; Alphabet; Zscaler & Cloudflare; Market Headlines; Macro; Portfolio
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News of the Week
SentinelOne Investment Case & News of the Week (March 11 - 15)
SentinelOne; Progyny; PayPal; Uber; SoFi; Amazon; Adobe; UiPath; On Running; Market Headlines; Macro; Portfolio & Updated Performance
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Apple
Apple (AAPL) & Cloudflare (NET) Earnings Reviews
Analyzing the data and commentary from these two earnings reports.
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News of the Week
News of the Week (May 6 - 10)
Progyny; Nu; CrowdStrike; Disney; Robinhood; Celsius; Axon; Confluent; Headlines; Macro; Portfolio & Updated Performance vs. Benchmarks
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