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Strictly Business: Nvidia Post-Earnings Recap

Strictly Business: CrowdStrike Pre-Earnings Thoughts

Strictly Business: Mid-November Update

Strictly Business: Nvidia Pre-Earnings Thoughts

Strictly Business: Axon, Datadog, and The Trade Desk Earnings Recap

Strictly Business: Axon, Datadog, and The Trade Desk Pre-Earnings Thoughts

October 2024 Portfolio Review

TransMedics Earnings Recap

Strictly Business: TransMedics Pre-Earnings Thoughts

Strictly Business: Mid-October Update

September 2024 Portfolio Review

Strictly Business: Mid-September Update

Strictly Business: Samsara Earnings Recap

Strictly Business: Zscaler Earnings Recap

August 2024 Portfolio Review

Strictly Business: Samsara Pre-earnings Thoughts

Strictly Business: CrowdStrike Earnings Recap

Strictly Business: Zscaler Pre-Earnings Thoughts

Strictly Business: CrowdStrike Pre-Earnings Thoughts

Strictly Business: Mid-August Update

Strictly Business: Datadog, e.l.f. Beauty, and The Trade Desk Earnings Recaps

Strictly Business: Axon and Celsius Earnings Recap

Strictly Business: Datadog, e.l.f. Beauty, and The Trade Desk Pre-Earnings Thoughts

July 2024 Portfolio Review

Strictly Business: TransMedics Earnings Recap

Strictly Business: Axon and Celsius Pre-Earnings Thoughts

Strictly Business: TransMedics Pre-Earnings Thoughts

Strictly Business: Mid-July Update

June 2024 Portfolio Review

Strictly Business: Mid-June Update

Strictly Business: Samsara Earnings Recap

Strictly Business: CrowdStrike Earnings Recap

May 2024 Portfolio Review

Strictly Business: Samsara Pre-Earnings Thoughts

Strictly Business: Zscaler Earnings Recap

Strictly Business: CrowdStrike Pre-Earnings Thoughts

Strictly Business: Zscaler Pre-Earning Thoughts

Strictly Business: e.l.f. Beauty Earnings Recap

Strictly Business: e.l.f. Beauty Pre-Earnings Thoughts

Strictly Business: Mid-May Update

Strictly Business: The Trade Desk Earnings Recap

Strictly Business: Celsius and Datadog Earnings Recap

Strictly Business: Axon Earnings Recap

Strictly Business: The Trade Desk Pre-Earnings Thoughts

Strictly Business: Axon, Celsius, and Datadog Pre-Earnings Thoughts

April 2024 Portfolio Review

Strictly Business: TransMedics Earnings Recap

Strictly Business: TransMedics Pre-Earnings Thoughts

Strictly Business: Mid-April Update

March 2024 Portfolio Review

Strictly Business: Mid-March Update

Strictly Business: Samsara Earnings Recap

Strictly Business: CrowdStrike Earnings Recap

Strictly Business: Samsara Pre-Earnings Thoughts

February 2024 Portfolio Review

Strictly Business: Celsius and Zscaler Earnings Recap

Strictly Business: Axon Earnings Recap

Strictly Business: TransMedics Earnings Recap

Strictly Business: Celsius and CrowdStrike Pre-Earnings Thoughts

Strictly Business: Axon, TransMedics, and Zscaler Pre-Earnings Thoughts

Strictly Business: Mid-February Update

Strictly Business: The Trade Desk Earnings Recap

Strictly Business: Datadog Earnings Recap

Strictly Business: The Trade Desk Pre-Earnings Thoughts

Strictly Business: e.l.f. Beauty Earnings Recap

Strictly Business: Datadog Pre-Earnings Thoughts

January 2024 Portfolio Review

Strictly Business: e.l.f. Beauty Pre-Earnings Thoughts

Strictly Business: Mid-January Update

Strictly Business: Aehr Test Systems Earnings Recap

Strictly Business: Aehr Test Systems Pre-Earnings Thoughts