Lululemon, Salesforce, SentinelOne
CrowdStrike, Dell, Zoom Video
Williams-Sonoma, Nvidia, Palo Alto Networks
China Stocks, Target, Walmart
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