Digesting the results of these two important technology companies.
PayPal; Sea Limited; Bill.com; Cresco Labs; Nanox; Earnings Round-up; The Trade Desk; Disney; SoFi; Amazon; Meta Platforms; 13F Season; Macro; Portfolio
Duolingo; Upstart; Disney; Palantir; Datadog; Celsius; Axon; Twilio; Hims; PayPal; Uber; Amazon; Macro; Portfolio
Digesting the results of two core holdings.
Match; JFrog; Lemonade; Progyny; Apple; AMD; MercadoLibre; Cloudflare; Block; DraftKings; Fortinet; Portfolio
Exploring the results of these giant marketplaces
Digesting the results of these e-commerce & payments players.
Digesting the results of this Transportation Disruptor
Exploring the Results of this Banking Disruptor
Visa; Mastercard; ServiceNow; Chipotle; Spotify; Enphase Energy; Shopify; The Trade Desk; Amazon; SoFi; PayPal; CrowdStrike; Powell Press Conference; Portfolio; Next Week
Working through the strong results of this mega cap tech name.
Digesting the results of these two giants.
