News of the Week (January 8 - 12)

Big Bank Earnings; Disney; SoFi; Amazon; Match; Progyny; Lots of Layoffs; Lemonade; Uber/DoorDash/Lyft; CrowdStrike; Macro; Market Headlines; Portfolio

News of the Week (January 1 - 5)

Turning the Calendar; 2024 Portfolio Management Expectations; SoFi; Disney; PayPal; Amazon; SentinelOne; Alphabet; Uber; Meta; Macro; Portfolio

Happy New Year!

News of the Week

Disney; Amazon; Uber; PayPal; Nike; Valuation Note; Accounting Note; M&A Note; Market Headlines; Portfolio

News of the Week (December 11 - 15)

Quick Service Restaurant Intro; Adobe; SoFi; Disney; Amazon; Uber; Meta; Ad Market; PayPal; Match; Earnings Roundup; Macro; Portfolio

News of the Week (December 4-8)

Lululemon; GitLab; MongoDB; Shopify; SentinelOne; Broadcom; CrowdStrike; PayPal; Disney; More Market Headlines; Macro; Portfolio

News of the Week (November 27 - December 1)

Zscaler; Salesforce; Snowflake; Workday, Intuit & Okta; Disney; Uber; Amazon; PayPal, Shopify, Lululemon, Adobe & Mastercard; Nanox; Macro; Portfolio

CrowdStrike (CRWD) Earnings Review

Exploring the results of this cybersecurity disruptor.

News of the Week (November 20 - 24)

Nvidia; Amazon; CrowdStrike; Uber; SoFi; Autodesk; Market Headlines; Macro; My Portfolio

News of the Week (November 15 - 19)

Sea Limited; Nubank; Palo Alto; PayPal; SoFi; Uber; Amazon; Progyny; Disney; Macro; Portfolio

News of the Week (November 6 - 10)

Duolingo; Progyny; Datadog; Celsius; Hims; Axon; Robinhood; Upstart; Toast; Amazon; Meta Platforms; Lemonade; Disney; Macro; Portfolio

The Trade Desk Earnings Review

Working through this mixed report.