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Portfolio UpdatePortfolio Update
Portfolio Update
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Portfolio Update

Some Changes

Brad Freeman
Earnings ReviewEarnings Review
+1+1
Zscaler, Okta & Gitlab Earnings + Nvidia News

Zscaler, Okta & Gitlab Earnings + Nvidia News

Mid-Week News

Brad Freeman
News of the WeekNews of the Week
+2+2
(Rest of) News of the Week (August 26-30)

(Rest of) News of the Week (August 26-30)

MongoDB; Okta; Marvel; Headlines; Macro

Brad Freeman
News of the WeekNews of the Week
+2+2
Salesforce & Lululemon Earnings Reviews, Earnings Roundup, PayPal, SoFi, Progyny & Meta News & a Portfolio Update

Salesforce & Lululemon Earnings Reviews, Earnings Roundup, PayPal, SoFi, Progyny & Meta News & a Portfolio Update

Mid-Week News

Brad Freeman
Earnings ReviewEarnings Review
+1+1
Nvidia, CrowdStrike & SentinelOne Earnings Reviews

Nvidia, CrowdStrike & SentinelOne Earnings Reviews

Exploring the results of these three companies

Brad Freeman
Portfolio UpdatePortfolio Update
+1+1
Portfolio Update
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Portfolio Update

New transactions, my updated holdings & my performance vs. benchmarks.

Brad Freeman
News of the WeekNews of the Week
+2+2
News of the Week (August 19-23)

News of the Week (August 19-23)

Workday; Intuit; Bill; Cava; Uber; SentinelOne; CrowdStrike; Amazon; Headlines; Macro

Brad Freeman
News of the WeekNews of the Week
+1+1
Snowflake Earnings, Palo Alto Earnings, Jobs Revision & PayPal News

Snowflake Earnings, Palo Alto Earnings, Jobs Revision & PayPal News

Mid-week news update.

Brad Freeman
News of the WeekNews of the Week
+1+1
News of the Week (August 12 - 16)

News of the Week (August 12 - 16)

Global-E; Adyen; Applied Materials; Datadog; Walmart; On Running; PayPal; Lululemon; CrowdStrike; Market Headlines; Macro

Brad Freeman
Earnings ReviewEarnings Review
+1+1
Nu, Block & Sea Limited Earnings; Starbucks, Search King, DraftKings & Progyny News

Nu, Block & Sea Limited Earnings; Starbucks, Search King, DraftKings & Progyny News

Mid-Week News

Brad Freeman
News of the WeekNews of the Week
News of the Week (August 5 - 9)

News of the Week (August 5 - 9)

Robinhood; Super Micro; Axon; JFrog; ELF; Celsius; Progyny; Amazon; SoFi; Starbucks; SentinelOne; Headlines; Macro

Brad Freeman
Earnings ReviewEarnings Review
The Trade Desk, Datadog & Duolingo Earnings Reviews

The Trade Desk, Datadog & Duolingo Earnings Reviews

Exploring the results of these three companies.

Brad Freeman
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