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December 2022 Portfolio Review

Strictly Business: Mid-December update

Strictly Business: SentinelOne Earnings Recap

Strictly Business: Zscaler Earnings Recap

November 2022 Portfolio Review

Strictly Business: Snowflake Earnings Recap

Strictly Business: CrowdStrike Earnings Recap

Strictly Business: SentinelOne Pre-Earnings Thoughts

Strictly Business: CrowdStrike, Snowflake, and ZScaler Pre-Earnings Thoughts

Strictly Business: Mid-November Update

Strictly Business: The Trade Desk Earnings Recap

Strictly Business: The Trade Desk Pre-Earnings Thoughts

Strictly Business: bill, Cloudflare, and TransMedics Earnings Recap

Strictly Business: Datadog Earnings Recap

October 2022 Portfolio Review

Strictly Business: bill, Cloudflare, Datadog, and TransMedics Pre-Earnings Thoughts

Strictly Business: Mid-October Update

September 2022 Portfolio Review

Strictly Business: Mid-September Update

Strictly Business: ZScaler Earnings Recap

August 2022 Portfolio Review

Strictly Business: ZScaler Pre-Earnings Thoughts

Strictly Business: MongoDB and SentinelOne Earnings Recaps

Strictly Business: CrowdStrike Earnings Recap

Strictly Business: Snowflake Earnings Recap

Strictly Business: CrowdStrike, MongoDB, and SentinelOne Pre-Earnings Thoughts

Strictly Business: bill.com Earnings Recap

Strictly Business: Mid-August Update

Strictly Business: bill.com and Snowflake Pre-Earnings Thoughts

monday.com Earnings Recap

Strictly Business: Datadog and Cloudflare Earnings Recaps

Strictly Business: monday.com Pre-Earnings Thoughts

Strictly Business: Datadog and Cloudflare Pre-Earnings Thoughts

July 2022 Portfolio Review

Strictly Business: Mid-July update

June 2022 Portfolio Review

Strictly Business: Mid-June Update

Strictly Business: MDB Earnings Recap

Strictly Business: S and CRWD Earnings Recaps

Introducing "Strictly Business"

May 2022 Portfolio Review

April 2022 Portfolio Review

March 2022 Portfolio Review

February 2022 Portfolio Review

January 2022 Portfolio Review

December 2021 Portfolio Review