Portfolio & Performance Update

News of the Week (March 3-7, 2025)

Portfolio & Performance Update

Some adds.

Zscaler & On Running Earnings Reviews

Dissecting two more earnings reports.

CrowdStrike Earnings Review, Uber CEO Interview & 4 Earnings Snapshots

Portfolio Update (New Position)

My Macro View

Remaining News of the Week (February 24-28, 2025)

Snowflake & Duolingo Earnings Reviews

Carefully working through these two earnings reports.

Portfolio & Performance Update

Nvidia & Cava Earnings Reviews + Snowflake Earnings Snapshot

Contextualizing more earnings reports.

Lemonade Earnings Review

Detailing the results of this insurance disruptor.