Have a Great Weekend

News of the Week (June 26 - 30)

Stock Comp Debate; Meta; Snowflake; Amazon; SoFi; Uber; Nike; Airbnb; Lemonade; Progyny; More Headlines; Macro; Portfolio

News of the Week (June 19 - 23)

PayPal; Shopify; Meta; SoFi; Amazon; Uber; Alphabet; Lemonade; Tesla; Match; Final Headlines; Macro; Portfolio

News of the Week (June 12 - 16)

SoFi; Revolve; Adobe; CrowdStrike; Shopify; Uber; Apple; Macro; Final Market Headlines; Portfolio

News of the Week (June 5 - 9)

Apple vs. Meta; SoFi; The Trade Desk; Amazon; CrowdStrike; Mastercard; Progyny; PayPal; Revolve; JFrog; GitLab; Uber; Macro; Portfolio

News of the Week (May 30 - June 2)

SoFi; Salesforce; SentinelOne; Lululemon; Zscaler; Meta Platforms; Amazon; Progyny; Match Group; Earnings Round-Up; Macro; Portfolio

CrowdStrike Earnings Review

Digging into the Results of this Disruptor.

News of the Week (May 22 - 26)

SoFi; Nvidia; Snowflake; PayPal; JFrog; Match; Uber; Amazon; Meta; Nanox; Upstart; Palo Alto; Cresco Labs; Earnings Round-Up; Macro; Portfolio

New Amazon Position

A brief overview of this investment case.

News of the Week (May 15 - 19)

Sea Limited; Alibaba; The Home Depot; Walmart; More Earnings Highlights; PayPal; Progyny; Meta; Shopify; CrowdStrike; SoFi; Amazon; Uber; Macro Data; Portfolio

SoFi Downgrade

A Quick Response to the Wedbush Downgrade

News of the Week (May 8 - 12)

Olo; Revolve; Palantir; Celsius; Hims; Uber; Meta Platforms; PayPal & Match; Nanox; Alphabet; Mastercard; CrowdStrike; Macro; Portfolio