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Over a hundred hours of earnings calls and materials reviewed and distilled for you each quarter.
News of the Week articles every Saturday.
Day-of, detailed earnings reviews.
Periodic investment case articles.
Day-of coverage for high profile events such as key investor days.
All previously published content including extensive deep dives on Shopify, The Trade Desk, Amazon and others.
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Real-time communication on transactions and underlying reasoning (with updated holdings).
Quarterly portfolio management articles after each earnings season.
Earnings season preview articles specific to my holdings.
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