News of the Week (October 13-17, 2025)
Sections 3-14 are for paid subscribers. These sections include commentary on First Brands and Tricolor implications, as well as updates
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SoFi Deep Dive
SoFi aims to be the one-stop shop for consumer financial needs, with an owned tech stack that it also sells to customers like Robinhood and H&R Block. While it started as a student loan company, it now offers a full line of core financial services and lending products.
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October 18, 2025
October 16, 2025
Taiwan Semiconductor Earnings Review
a. Taiwan Semi 101 Taiwan Semi manufactures chipsets for designers like Nvidia, Amazon, AMD, Broadcom and Qualcomm. It does so
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October 15, 2025
Portfolio & Performance Update
Updated Performance vs. the S&P 500: Portfolio Changes and Updated Holdings:
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