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News of the WeekNews of the Week
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News of the Week (October 16-20)
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News of the Week (October 16-20)

Taiwan Semi; Intuitive Surgical; Duolingo; Disney; SoFi; Apple; Nvidia; SolarEdge; Shopify; Amazon; The Trade Desk; CrowdStrike; SentinelOne; Visa; Mastercard; PayPal; Macro; Portfolio

Brad Freeman
Earnings ReviewEarnings Review
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Tesla & Netflix Earnings Reviews
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Tesla & Netflix Earnings Reviews

Digesting the results of these two giants.

Brad Freeman
News of the WeekNews of the Week
News of the Week (October 9 - 13)
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News of the Week (October 9 - 13)

Duolingo; Upside Potential; Disney; Amazon; Lululemon; Big Bank Earnings; Macro; My Portfolio

Brad Freeman
News of the WeekNews of the Week
News of the Week (October 2 - 6)
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News of the Week (October 2 - 6)

Disney; Meta; Uber; SoFi; Amazon; Airbnb; PayPal; Nanox; Key Market News; Macro; Portfolio

Brad Freeman
News of the WeekNews of the Week
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News of the Week (September 25 - 29)
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News of the Week (September 25 - 29)

Meta; Amazon; Uber; Costco; Nike; PayPal; Shopify; Lululemon; Final Headlines; Macro; My Portfolio

Brad Freeman
News of the WeekNews of the Week
News of the Week (September 18-22)
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News of the Week (September 18-22)

CrowdStrike; Disney; Airbnb; Meta; Uber; Amazon; SoFi; Match; Consumer Health Data; Noisy Fed Meeting; Macro; My Portfolio

Brad Freeman
Investment CaseInvestment Case
Disney Investment Case
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Disney Investment Case

Exploring the prospects & risks of my newest holding.

Brad Freeman
News of the WeekNews of the Week
News of the Week (September 11 - 15)
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News of the Week (September 11 - 15)

PayPal; Disney; Amazon; JFrog; Earnings; Netflix; Revolve; Market Headlines; Macro; My Portfolio

Brad Freeman
News of the WeekNews of the Week
News of the Week (September 4 - 8)
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News of the Week (September 4 - 8)

SoFi; Uber; Match; PayPal; Shopify; Airbnb; Earnings Roundup; Meta; Disney; Macro; Portfolio

Brad Freeman
News of the WeekNews of the Week
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News of the Week (August 28 - September 1)
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News of the Week (August 28 - September 1)

Lululemon; Salesforce; Okta; SentinelOne; Earnings Round-Up; Shopify; The Trade Desk; Amazon; SoFi; Disney; Macro; Portfolio

Brad Freeman
Earnings ReviewEarnings Review
CrowdStrike FY Q2 2024 Earnings Review
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CrowdStrike FY Q2 2024 Earnings Review

Digesting the strong results of this cybersecurity disruptor.

Brad Freeman
News of the WeekNews of the Week
News of the Week (August 21 - 25)
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News of the Week (August 21 - 25)

Earnings Roundup; Disney; Shopify; CrowdStrike; Progyny; Meta; Amazon; PayPal; SoFi; Macro; Portfolio

Brad Freeman
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