Portfolio Update

News of the Week (November 4 - 8, 2024)

Airbnb, Datadog & The Trade Desk Earnings + Cloudflare & DraftKings Snapshots

Duolingo, Celsius & Mercado Libre Earnings

Portfolio Update

New Holding & Portfolio Update

Palantir & Hims Earnings Reviews

Digging into these two earnings reports.

News of the Week (October 28 - November 2, 2024)

Amazon, Apple & Uber Earnings Reviews + an Intel Snapshot

Portfolio Update

Some Adding

Meta & Microsoft Earnings Reviews + Lemonade, Coinbase & Robinhood Snapshots

AMD, Alphabet, Visa & TransMedics Earnings Coverage

SoFi & PayPal Earnings Reviews

Digesting the results of two popular fintechs