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Strictly Business: Nvidia Post-Earnings Recap
Thoughts on NVDA's recent report.
Nov 21
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Strictly Business: Nvidia Post-Earnings Recap
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Strictly Business: CrowdStrike Pre-Earnings Thoughts
Some things I'll be watching.
Nov 20
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Strictly Business: CrowdStrike Pre-Earnings Thoughts
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Strictly Business: Mid-November Update
News and notes from the last two weeks.
Nov 16
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Strictly Business: Mid-November Update
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Strictly Business: Nvidia Pre-Earnings Thoughts
Some things I'll be watching.
Nov 14
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Strictly Business: Nvidia Pre-Earnings Thoughts
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Strictly Business: Axon, Datadog, and The Trade Desk Earnings Recap
Thoughts on AXON, DDOG, and TTD's recent reports.
Nov 8
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Strictly Business: Axon, Datadog, and The Trade Desk Earnings Recap
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Strictly Business: Axon, Datadog, and The Trade Desk Pre-Earnings Thoughts
Some things I'll be watching.
Nov 2
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Strictly Business: Axon, Datadog, and The Trade Desk Pre-Earnings Thoughts
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October 2024
October 2024 Portfolio Review
Total Return: +22.6% YTD (+3.0% vs S&P)
Oct 31
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October 2024 Portfolio Review
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TransMedics Earnings Recap
Thoughts on TMDX's recent report.
Oct 29
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TransMedics Earnings Recap
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Strictly Business: TransMedics Pre-Earnings Thoughts
Some things I'll be watching.
Oct 22
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Strictly Business: TransMedics Pre-Earnings Thoughts
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Strictly Business: Mid-October Update
News and notes from the last two weeks
Oct 15
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Strictly Business: Mid-October Update
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September 2024 Portfolio Review
Total Return: +29.0% YTD (+8.2% vs S&P)
Oct 1
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September 2024 Portfolio Review
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September 2024
Strictly Business: Mid-September Update
News and notes from the last two weeks.
Sep 14
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Strictly Business: Mid-September Update
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