Portfolio Update

Accumulating More Shares of Existing Positions

Meta, Lemonade & Mastercard Earnings + Fed Statement Review

Digesting 3 earnings reports & Today's Fed Press Conference

Microsoft (MSFT) & Starbucks (SBUX) -- Earnings Reviews

Exploring the results of these blue chips.

SoFi & PayPal Earnings Reviews

Exploring the results of these two fintechs.

News of the Week (July 22 - 26)

Visa; Amazon; PayPal; Enphase; ServiceNow; Chipotle; Disney; Duolingo; CrowdStrike; Alphabet; Meta; Market Headlines; Macro Data

Portfolio Update

A Large Trim

Portfolio Update

Some Adding

Tesla, Google & Spotify Earnings Reviews

Exploring the results of these three firms.

More Thoughts on CrowdStrike (CRWD) & A New Investment Case

Further Contemplating the CrowdStrike Incident & Opening a New Position on Monday

Portfolio Update With a New Holding (Max)

News of the Week (July 15 - 19)

Amazon; Meta; Bank of America; Nu; American Express; Intuitive Surgical; Market Headlines; Macro

CrowdStrike Breach & Portfolio Update (New Position)