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December 2024 Portfolio Review
Total Return: +31.4% YTD (+8.1% vs S&P)
4 hrs ago
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December 2024 Portfolio Review
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December 2024
Strictly Business: Mid-December Update
News and notes from the last two weeks.
Dec 16, 2024
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Strictly Business: Mid-December Update
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Strictly Business: Samsara Earnings Recap
Thoughts on IOT's recent report.
Dec 6, 2024
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Strictly Business: Zscaler Earnings Recap
Thoughts on ZS's recent report.
Dec 3, 2024
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Strictly Business: Zscaler Earnings Recap
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November 2024
November 2024 Portfolio Review
Total Return: +35.9% YTD (+9.4% vs S&P)
Nov 30, 2024
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November 2024 Portfolio Review
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Strictly Business: Samsara Pre-Earnings Thoughts
Some things I'll be watching.
Nov 29, 2024
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Strictly Business: Samsara Pre-Earnings Thoughts
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Strictly Business: CrowdStrike Earnings Recap
Thoughts on CRWD's recent report.
Nov 27, 2024
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Strictly Business: Zscaler Pre-Earnings Thoughts
Some things I'll be watching.
Nov 26, 2024
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Strictly Business: Zscaler Pre-Earnings Thoughts
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Strictly Business: Nvidia Earnings Recap
Thoughts on NVDA's recent report.
Nov 21, 2024
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Strictly Business: Nvidia Earnings Recap
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Strictly Business: CrowdStrike Pre-Earnings Thoughts
Some things I'll be watching.
Nov 20, 2024
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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, 2024
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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, 2024
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Strictly Business: Nvidia Pre-Earnings Thoughts
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