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News of the WeekNews of the Week
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News of the Week (April 8 - 12)
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News of the Week (April 8 - 12)

Amazon; Google, Nvidia & Intel; Meta; Lulu; Piper Sandler Teen Survey; SoFi; J.P. Morgan; Lemonade; Uber; Apple; Market Headlines; Macro; Portfolio

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

Nu; SoFi; Disney; Amazon; Lululemon; Match; Alphabet; Tesla; Uber; Meta; Cloudflare; Market Headlines; Macro; My Updated Portfolio

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

Disney; Amazon; SoFi; PayPal; Visa/Mastercard; Lululemon & Snowflake; Match Group; CrowdStrike; Alphabet, Meta & Apple; Boeing; MercadoLibre & Nu Holdings; Macro; Portfolio

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

Lululemon; Nike; Adobe; The Trade Desk; Disney; Progyny; Apple; SoFi; Market Headlines; Macro; Portfolio

Brad Freeman
News of the WeekNews of the Week
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SentinelOne Investment Case & News of the Week (March 11 - 15)
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SentinelOne Investment Case & News of the Week (March 11 - 15)

SentinelOne; Progyny; PayPal; Uber; SoFi; Amazon; Adobe; UiPath; On Running; Market Headlines; Macro; Portfolio & Updated Performance

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

MongoDB; Visa; SoFi; Disney; PayPal; Snowflake; Broadcom; GitLab; Alphabet; Zscaler & Cloudflare; Market Headlines; Macro; Portfolio

Brad Freeman
Earnings ReviewEarnings Review
CrowdStrike Earnings Review
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CrowdStrike Earnings Review

Exploring the results of this thriving disruptor

Brad Freeman
News of the WeekNews of the Week
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News of the Week (February 26 - March 1)
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News of the Week (February 26 - March 1)

Lemonade; Duolingo; Cava; Sweetgreen; Hims; Workday; Okta; Axon; SoFi; Disney; Market Headlines; Macro; Portfolio

Brad Freeman
Earnings ReviewEarnings Review
Zscaler, Celsius & Progyny Earnings Reviews
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Zscaler, Celsius & Progyny Earnings Reviews

Exploring the results of these three businesses.

Brad Freeman
Earnings ReviewEarnings Review
Snowflake & Salesforce Earnings Reviews
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Snowflake & Salesforce Earnings Reviews

Exploring the results of these large software & data players

Brad Freeman
News of the WeekNews of the Week
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News of the Week (February 19 - 23)
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News of the Week (February 19 - 23)

Palo Alto; CrowdStrike; Mercado Libre; Nu Holdings; Block; Walmart; Home Depot; Intuit; Progyny; Macro; Portfolio

Brad Freeman
Earnings ReviewEarnings Review
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Nvidia Earnings Review
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Nvidia Earnings Review

Praising the results of this mega-cap.

Brad Freeman
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