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News of the WeekNews of the Week
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News of the Week (August 28 - September 1)
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News of the Week (August 28 - September 1)

Lululemon; Salesforce; Okta; SentinelOne; Earnings Round-Up; Shopify; The Trade Desk; Amazon; SoFi; Disney; Macro; Portfolio

Brad Freeman
Earnings ReviewEarnings Review
CrowdStrike FY Q2 2024 Earnings Review
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CrowdStrike FY Q2 2024 Earnings Review

Digesting the strong results of this cybersecurity disruptor.

Brad Freeman
News of the WeekNews of the Week
News of the Week (August 21 - 25)
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News of the Week (August 21 - 25)

Earnings Roundup; Disney; Shopify; CrowdStrike; Progyny; Meta; Amazon; PayPal; SoFi; Macro; Portfolio

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

Digesting the results of these two important technology companies.

Brad Freeman
News of the WeekNews of the Week
News of the Week (August 14 - 18)
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News of the Week (August 14 - 18)

PayPal; Sea Limited; Bill.com; Cresco Labs; Nanox; Earnings Round-up; The Trade Desk; Disney; SoFi; Amazon; Meta Platforms; 13F Season; Macro; Portfolio

Brad Freeman
News of the WeekNews of the Week
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News of the Week (August 7-11)
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News of the Week (August 7-11)

Duolingo; Upstart; Disney; Palantir; Datadog; Celsius; Axon; Twilio; Hims; PayPal; Uber; Amazon; Macro; Portfolio

Brad Freeman
Earnings ReviewEarnings Review
The Trade Desk & Revolve Earnings Reviews
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The Trade Desk & Revolve Earnings Reviews

Digesting the results of two core holdings.

Brad Freeman
News of the WeekNews of the Week
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News of the Week (July 31 - August 4)
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News of the Week (July 31 - August 4)

Match; JFrog; Lemonade; Progyny; Apple; AMD; MercadoLibre; Cloudflare; Block; DraftKings; Fortinet; Portfolio

Brad Freeman
AmazonAmazon
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Amazon & Airbnb Earnings Reviews
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Amazon & Airbnb Earnings Reviews

Exploring the results of these giant marketplaces

Brad Freeman
Earnings ReviewEarnings Review
Shopify & PayPal Q2 Earnings Reviews
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Shopify & PayPal Q2 Earnings Reviews

Digesting the results of these e-commerce & payments players.

Brad Freeman
Earnings ReviewEarnings Review
Uber Q2 2023 Earnings Review
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Uber Q2 2023 Earnings Review

Digesting the results of this Transportation Disruptor

Brad Freeman
Earnings ReviewEarnings Review
SoFi Q2 2023 Earnings Review
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SoFi Q2 2023 Earnings Review

Exploring the Results of this Banking Disruptor

Brad Freeman
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