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)

Netflix & Taiwan Semi Earnings Reviews

Exploring the results of two global large caps.

News of the Week (July 8 - 12)

JP Morgan; Delta; SoFi; Pepsi; Uber; Amazon; Starbucks; Headlines; Macro

Portfolio Updates & Mindset

An updated view of the portfolio & plans

News of the Week (July 1 - 5)

Tesla; Comp Sheets; Mercado Libre & Nu; DraftKings & Flutter; Meta; Microsoft; Headlines; Macro

Nu Deep Dive

A Complete and Condensed View of the Latin American Banking Disruptor

News of the Week (June 24 - 28)

Nike; Datadog; Nu; Hims; Nvidia; Micron; Amazon; Meta & Apple; Shopify; Progyny; Headlines; Macro