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.

Coupang (CPNG) Q4 2024 Earnings Review

Exploring the results of this Korean Giant.

PayPal Investor Day Review

A detailed look into today's event.