Lululemon; Nike; Adobe; The Trade Desk; Disney; Progyny; Apple; SoFi; Market Headlines; Macro; Portfolio
SentinelOne; Progyny; PayPal; Uber; SoFi; Amazon; Adobe; UiPath; On Running; Market Headlines; Macro; Portfolio & Updated Performance
MongoDB; Visa; SoFi; Disney; PayPal; Snowflake; Broadcom; GitLab; Alphabet; Zscaler & Cloudflare; Market Headlines; Macro; Portfolio
Exploring the results of this thriving disruptor
Lemonade; Duolingo; Cava; Sweetgreen; Hims; Workday; Okta; Axon; SoFi; Disney; Market Headlines; Macro; Portfolio
Exploring the results of these three businesses.
Exploring the results of these large software & data players
Palo Alto; CrowdStrike; Mercado Libre; Nu Holdings; Block; Walmart; Home Depot; Intuit; Progyny; Macro; Portfolio
Praising the results of this mega-cap.
Datadog; Uber; Coinbase; DraftKings; JFrog; Twilio; DoorDash; Disney; Amazon; Meta; SoFi; Macro; Portfolio
Summarizing the results of this open internet advertising titan.
Weighing the results of these two emerging giants.
