Portfolio Update

The Trade Desk Earnings Review + a Robinhood Snapshot

Digesting the underwhelming results of this special compounder.

Shopify & Chipotle Earnings Reviews + SoFi CEO Interview from Today

News of the Week (February 3 - 7, 2025)

Amazon, Cloudflare & Disney Earnings Reviews

Working through 3 more earnings reports.

Uber Q4 2024 Earnings Review

Exploring the results of this Transportation Titan.

Portfolio Update

Alphabet & AMD Earnings Reviews + Spotify & Chipotle Earnings Snapshots

PayPal Q4 2024 Earnings Review

Palantir Q4 2024 Earnings Review

Exploring the results of this software disruptor.

Portfolio Management Thoughts Amid Tariffs

Remaining News of the Week (Jan 27 - 31, 2025)