CrowdStrike Breach & Portfolio Update (New Position)

Netflix & Taiwan Semi Earnings Reviews

Exploring the results of two global large caps.

News of the Week (July 8 - 12)

JP Morgan; Delta; SoFi; Pepsi; Uber; Amazon; Starbucks; Headlines; Macro

Portfolio Updates & Mindset

An updated view of the portfolio & plans

News of the Week (July 1 - 5)

Tesla; Comp Sheets; Mercado Libre & Nu; DraftKings & Flutter; Meta; Microsoft; Headlines; Macro

Nu Deep Dive

A Complete and Condensed View of the Latin American Banking Disruptor

News of the Week (June 24 - 28)

Nike; Datadog; Nu; Hims; Nvidia; Micron; Amazon; Meta & Apple; Shopify; Progyny; Headlines; Macro

News of the Week (June 17 - 21)

DraftKings; Flutter; Netflix; Disney; Datadog; Amazon; Meta; Shopify; Lemonade; The Trade Desk; EBIT Comp Sheet; Headlines; Macro

Portfolio Update

Portfolio Update -- Trims & Adds

Starbucks Investment Case

a condensed view of the coffee giant's prospects

News of the Week (June 11 - 15)

Broadcom; Adobe; SoFi; Okta; AMD; American Express; Progyny; Market Headlines; Powell Press Conference & Macro

Portfolio Update -- New Position