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News of the WeekNews of the Week
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News of the Week (May 15 - 19)
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News of the Week (May 15 - 19)

Sea Limited; Alibaba; The Home Depot; Walmart; More Earnings Highlights; PayPal; Progyny; Meta; Shopify; CrowdStrike; SoFi; Amazon; Uber; Macro Data; Portfolio

Brad Freeman
SoFi Downgrade
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SoFi Downgrade

A Quick Response to the Wedbush Downgrade

Brad Freeman
News of the WeekNews of the Week
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News of the Week (May 8 - 12)
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News of the Week (May 8 - 12)

Olo; Revolve; Palantir; Celsius; Hims; Uber; Meta Platforms; PayPal & Match; Nanox; Alphabet; Mastercard; CrowdStrike; Macro; Portfolio

Brad Freeman
Earnings ReviewEarnings Review
Earnings Roundup -- The Trade Desk; Progyny; Duolingo; Upstart
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Earnings Roundup -- The Trade Desk; Progyny; Duolingo; Upstart

Digging into the results of these holdings.

Brad Freeman
Earnings ReviewEarnings Review
Airbnb Q1 2023 Earnings Review
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Airbnb Q1 2023 Earnings Review

Digging into the results of this travel disruptor.

Brad Freeman
Earnings ReviewEarnings Review
PayPal Q1 2023 Earnings Review
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PayPal Q1 2023 Earnings Review

Digesting the Results of this Payments Giant.

Brad Freeman
News of the WeekNews of the Week
News of the Week (May 1 - 5)
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News of the Week (May 1 - 5)

Airbnb; SoFi; Meta Platforms; Apple; AMD; Starbucks; Block; Lemonade; JFrog; Match; Mercado Libre; Fortinet; Revolve; Nanox; Macro; Portfolio

Brad Freeman
Earnings ReviewEarnings Review
Shopify Q1 2023 Earnings Review
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Shopify Q1 2023 Earnings Review

Digesting this Commerce Augmenter's Results

Brad Freeman
Earnings ReviewEarnings Review
Uber Q1 2023 Earnings Review
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Uber Q1 2023 Earnings Review

Breaking Down the Transportation Giant's Strong Results

Brad Freeman
Earnings ReviewEarnings Review
SoFi Q1 Earnings Review
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SoFi Q1 Earnings Review

Reviewing Yet Another Strong SoFi Quarter

Brad Freeman
News of the WeekNews of the Week
News of the Week (April 24 - 28)
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News of the Week (April 24 - 28)

CrowdStrike; SoFi; Shopify; Google; Microsoft; Amazon; CloudFlare; Visa; Mastercard; Chipotle; Upstart; Market Headlines; Macro; Portfolio

Brad Freeman
MetaMeta
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Meta Platforms Q1 2023 Earnings Review
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Meta Platforms Q1 2023 Earnings Review

Digesting the Results of this Social Media Titan.

Brad Freeman
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