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Zscaler Earnings Review

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A New Holding & Updated Performance
Nerd Max Access

A New Holding & Updated Performance

Table of Contents * a. Updated Performance vs. the S&P 500 * b. New Holding * c. Portfolio Management Strategy Snapshot

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Portfolio Change & Performance Updates
Nerd Max Access

Portfolio Change & Performance Updates

Table of Contents * a. Updated Performance * b. Portfolio Change * c. Portfolio Management Strategy Snapshot * d. Holdings a. Updated Performance Year-to-date

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News of the Quiet Week (Happy New Year!)

News of the Quiet Week (Happy New Year!)

Table of Contents * 1. Free Cash Flow Valuation Comp Sheets * a. Fast Growth * b. Maturing Growth * 2. Meta (META) – M&

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