Monday.com, On Running, Shopify
An interesting strategy with a 14%+ annual yield.
Alibaba, Disney, Shopify
Hims & Hers, Palantir, and DraftKings
Arm Holdings, Hims & Hers, Palantir
& Amazon's FCF is up +122%
Diving deeper on a nuclear play...
Alphabet, Amazon, Apple, Meta, Microsoft
& home sales are on track for worst year since '95..
Boeing, Tesla, Qualcomm
& my new $50K portfolio position
Netflix, Procter & Gamble, Taiwan Semiconductor
