Exploring the prospects & risks of my newest holding.
PayPal; Disney; Amazon; JFrog; Earnings; Netflix; Revolve; Market Headlines; Macro; My Portfolio
SoFi; Uber; Match; PayPal; Shopify; Airbnb; Earnings Roundup; Meta; Disney; Macro; Portfolio
Lululemon; Salesforce; Okta; SentinelOne; Earnings Round-Up; Shopify; The Trade Desk; Amazon; SoFi; Disney; Macro; Portfolio
Digesting the strong results of this cybersecurity disruptor.
Earnings Roundup; Disney; Shopify; CrowdStrike; Progyny; Meta; Amazon; PayPal; SoFi; Macro; Portfolio
Digesting the results of these two important technology companies.
PayPal; Sea Limited; Bill.com; Cresco Labs; Nanox; Earnings Round-up; The Trade Desk; Disney; SoFi; Amazon; Meta Platforms; 13F Season; Macro; Portfolio
Duolingo; Upstart; Disney; Palantir; Datadog; Celsius; Axon; Twilio; Hims; PayPal; Uber; Amazon; Macro; Portfolio
Digesting the results of two core holdings.
Match; JFrog; Lemonade; Progyny; Apple; AMD; MercadoLibre; Cloudflare; Block; DraftKings; Fortinet; Portfolio
Exploring the results of these giant marketplaces
