ZS

Portfolio Update
Nerd Max Access

Portfolio Update

Accumulating More Shares of Existing Positions

Read More
Earnings Review

SoFi & PayPal Earnings Reviews

Exploring the results of these two fintechs.

Read More
Portfolio Update
Nerd Max Access

Portfolio Update

Some Adding

Read More
Portfolio Update
Nerd Max Access

Portfolio Update With a New Holding (Max)

Read More
Investment Case

More Thoughts on CrowdStrike (CRWD) & A New Investment Case

Further Contemplating the CrowdStrike Incident & Opening a New Position on Monday

Read More