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News of the WeekNews of the Week
News of the Week (May 30 - June 2)
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News of the Week (May 30 - June 2)

SoFi; Salesforce; SentinelOne; Lululemon; Zscaler; Meta Platforms; Amazon; Progyny; Match Group; Earnings Round-Up; Macro; Portfolio

Brad Freeman
Earnings ReviewEarnings Review
CrowdStrike Earnings Review
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CrowdStrike Earnings Review

Digging into the Results of this Disruptor.

Brad Freeman
News of the WeekNews of the Week
News of the Week (May 22 - 26)
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News of the Week (May 22 - 26)

SoFi; Nvidia; Snowflake; PayPal; JFrog; Match; Uber; Amazon; Meta; Nanox; Upstart; Palo Alto; Cresco Labs; Earnings Round-Up; Macro; Portfolio

Brad Freeman
AmazonAmazon
New Amazon Position
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New Amazon Position

A brief overview of this investment case.

Brad Freeman
News of the WeekNews of the Week
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News of the Week (May 15 - 19)
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News of the Week (May 15 - 19)

Sea Limited; Alibaba; The Home Depot; Walmart; More Earnings Highlights; PayPal; Progyny; Meta; Shopify; CrowdStrike; SoFi; Amazon; Uber; Macro Data; Portfolio

Brad Freeman
SoFi Downgrade
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SoFi Downgrade

A Quick Response to the Wedbush Downgrade

Brad Freeman
News of the WeekNews of the Week
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News of the Week (May 8 - 12)
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News of the Week (May 8 - 12)

Olo; Revolve; Palantir; Celsius; Hims; Uber; Meta Platforms; PayPal & Match; Nanox; Alphabet; Mastercard; CrowdStrike; Macro; Portfolio

Brad Freeman
Earnings ReviewEarnings Review
Earnings Roundup -- The Trade Desk; Progyny; Duolingo; Upstart
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Earnings Roundup -- The Trade Desk; Progyny; Duolingo; Upstart

Digging into the results of these holdings.

Brad Freeman
Earnings ReviewEarnings Review
Airbnb Q1 2023 Earnings Review
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Airbnb Q1 2023 Earnings Review

Digging into the results of this travel disruptor.

Brad Freeman
Earnings ReviewEarnings Review
PayPal Q1 2023 Earnings Review
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PayPal Q1 2023 Earnings Review

Digesting the Results of this Payments Giant.

Brad Freeman
News of the WeekNews of the Week
News of the Week (May 1 - 5)
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News of the Week (May 1 - 5)

Airbnb; SoFi; Meta Platforms; Apple; AMD; Starbucks; Block; Lemonade; JFrog; Match; Mercado Libre; Fortinet; Revolve; Nanox; Macro; Portfolio

Brad Freeman
Earnings ReviewEarnings Review
Shopify Q1 2023 Earnings Review
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Shopify Q1 2023 Earnings Review

Digesting this Commerce Augmenter's Results

Brad Freeman
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