News of the Week (May 6 - 10)

Progyny; Nu; CrowdStrike; Disney; Robinhood; Celsius; Axon; Confluent; Headlines; Macro; Portfolio & Updated Performance vs. Benchmarks

The Trade Desk (TTD), Duolingo (DUOL) & Airbnb (ABNB) -- Earnings Reviews

Exploring the results of these three companies.

Uber, Shopify & The Trade Desk (part 1) Earnings Reviews

Exploring the results of these three companies.

Disney & Datadog Earnings Reviews

Exploring the results of a legacy media titan and a software disruptor.

Palantir (PLTR) -- Q1 2024 Earnings Review

News of the Week (April 29 - May 3)

DraftKings; Mercado Libre; Lemonade; Block; Coinbase; BIll.com; Super Micro; AMD; Pinterest; Uber; The Trade Desk; Crowdstrike; Match; Macro; Portfolio

Apple (AAPL) & Cloudflare (NET) Earnings Reviews

Analyzing the data and commentary from these two earnings reports.

Amazon (AMZN) & PayPal (PYPL) -- Q1 2024 Earnings Reviews

Digesting the Q1 2024 results of these two companies.

SoFi (SOFI) -- Q1 2024 Earnings Review

Digging into the results of this earnings report.

News of the Week (April 22 - 26)

ServiceNow; Spotify; Visa; Amazon; PayPal; SoFi; Lemonade; Enphase; Chipotle; Intel; Meta; Amazon (again); Snowflake; The Trade Desk; Shopify; Macro; Portfolio

Alphabet (GOOGL) & Microsoft (MSFT) Earnings Reviews

Exploring the results of two tech giants.

Meta (META) Q1 2024 Earnings

Digesting the mixed results of this social media king.