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Portfolio & Performance Updates
Brad Freeman
Nu, On Running & Cloudflare Earnings Reviews
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Trade Desk Earnings Review + Cloudflare & DraftKings Snapshots
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Portfolio & Performance Update (New Holding)
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Q1 2025 Earnings Season Preview
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Portfolio Update
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Portfolio, Performance & Macro Updates
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Lululemon (LULU) Q4 2024 Earnings Review
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