Taiwan Semiconductor Earnings Review

SoFi Deep Dive

Detailing the business model, prospects and risks of a banking disruptor.

More Thoughts on CrowdStrike (CRWD) & A New Investment Case

Further Contemplating the CrowdStrike Incident & Opening a New Position on Monday

Starbucks Investment Case

a condensed view of the coffee giant's prospects

SentinelOne Investment Case & News of the Week (March 11 - 15)

SentinelOne; Progyny; PayPal; Uber; SoFi; Amazon; Adobe; UiPath; On Running; Market Headlines; Macro; Portfolio & Updated Performance

Cava & Sweetgreen Investment Cases

Exploring these two QSR growth stories.

Disney Investment Case

Exploring the prospects & risks of my newest holding.

The American Cannabis Regulatory Environment

A detailed look into the implications of cannabis politics.