Portfolio & Performance Update

Airbnb & DraftKings Earnings Reviews + Palo Alto Snapshot

Digesting two earnings reports with a snapshot of a third.

Datadog Earnings Review

Portfolio Update

The Trade Desk Earnings Review + a Robinhood Snapshot

Digesting the underwhelming results of this special compounder.

Shopify & Chipotle Earnings Reviews + SoFi CEO Interview from Today

News of the Week (February 3 - 7, 2025)

Amazon, Cloudflare & Disney Earnings Reviews

Working through 3 more earnings reports.

Uber Q4 2024 Earnings Review

Exploring the results of this Transportation Titan.

Portfolio Update

Alphabet & AMD Earnings Reviews + Spotify & Chipotle Earnings Snapshots

PayPal Q4 2024 Earnings Review