Exploring the results of these large software & data players
Palo Alto; CrowdStrike; Mercado Libre; Nu Holdings; Block; Walmart; Home Depot; Intuit; Progyny; Macro; Portfolio
Praising the results of this mega-cap.
Datadog; Uber; Coinbase; DraftKings; JFrog; Twilio; DoorDash; Disney; Amazon; Meta; SoFi; Macro; Portfolio
Summarizing the results of this open internet advertising titan.
Weighing the results of these two emerging giants.
Exploring these two QSR growth stories.
Cloudflare; Spotify; Enphase; Chipotle; Fortinet; Pinterest; Bill.com; PayPal; Shopify; Amazon; Duolingo; Macro; Portfolio
Exploring the results of these two turnaround plays.
Assessing the results of this transportation giant.
Digesting the results of this data disruptor.
Apple; Mastercard; Match; AMD; Supermicro; Shopify; PayPal; Disney; SoFi; CrowdStrike; Macro; Portfolio
