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Strictly Business: TransMedics Pre-Earnings Thoughts
Some things I'll be watching.
Apr 18
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Strictly Business: TransMedics Pre-Earnings Thoughts
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Strictly Business: Mid-April Update
News and notes from the last two weeks.
Apr 15
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Strictly Business: Mid-April Update
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March 2024
March 2024 Portfolio Recap
Total Return: +12.9% YTD (+2.7% vs S&P)
Mar 30
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March 2024 Portfolio Recap
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Strictly Business: Mid-March Update
News and notes from the last two weeks.
Mar 15
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Strictly Business: Mid-March Update
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Strictly Business: Samsara Earnings Recap
Thoughts on IOT's recent report.
Mar 8
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Strictly Business: Samsara Earnings Recap
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Strictly Business: CrowdStrike Earnings Recap
Thoughts on CRWD's recent report.
Mar 5
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Strictly Business: CrowdStrike Earnings Recap
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Strictly Business: Samsara Pre-Earnings Thoughts
Some things I'll be watching.
Mar 3
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TheStockNovice
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Strictly Business: Samsara Pre-Earnings Thoughts
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February 2024 Portfolio Recap
Total Return: +15.4% YTD (+8.6% vs S&P)
Mar 1
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TheStockNovice
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February 2024 Portfolio Recap
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Strictly Business: Celsius and Zscaler Earnings Recap
Thoughts on CELH's and ZS's recent reports.
Mar 1
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Strictly Business: Celsius and Zscaler Earnings Recap
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February 2024
Strictly Business: Axon Earnings Recap
Thoughts on AXON's latest report.
Feb 28
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Strictly Business: Axon Earnings Recap
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Strictly Business: TransMedics Earnings Recap
Thoughts on TMDX's recent report.
Feb 27
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TheStockNovice
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Strictly Business: TransMedics Earnings Recap
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Strictly Business: Celsius and CrowdStrike Pre-Earnings Thoughts
Some things I'll be watching.
Feb 24
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TheStockNovice
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Strictly Business: Celsius and CrowdStrike Pre-Earnings Thoughts
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