News of the Week (June 17 - 21)

DraftKings; Flutter; Netflix; Disney; Datadog; Amazon; Meta; Shopify; Lemonade; The Trade Desk; EBIT Comp Sheet; Headlines; Macro

Portfolio Update

Portfolio Update -- Trims & Adds

Starbucks Investment Case

a condensed view of the coffee giant's prospects

News of the Week (June 11 - 15)

Broadcom; Adobe; SoFi; Okta; AMD; American Express; Progyny; Market Headlines; Powell Press Conference & Macro

Portfolio Update -- New Position

Mid-Week Apple Event, Earnings & Conference News

Apple; Oracle; PayPal; Celsius; Coinbase

Portfolio Update (Max)

Updated Holdings & Plans

News of the Week (June 3 - 7)

Snowflake; Starbucks; Nvidia; PayPal; SentinelOne; Robinhood; CrowdStrike; Disney; Gitlab; Samsara; Headlines; Macro

Mid-Week Earnings & Conference Coverage

CrowdStrike (CRWD) Earnings Review

Exploring the Results of This Cybersecurity Disruptor.

Portfolio Update -- CrowdStrike

Plans for this position heading into earnings.

News of the Week (May 27 -31)

Salesforce; Cava; SentinelOne; Zscaler; Okta; UiPath; Dell; MongoDB; Meta; Amazon; Nu; PayPal; Draftkings & Flutter; Lululemon; Market Headlines; Portfolio & Transactions