Spotify
Alphabet
Coinbase
Portillo’s
Virgin Galactic
On Holding
Airbnb
Disney
MGM Resorts
Crocs
Zillow
Matterport
Owlet
SoFi
Robinhood
Hims & Hers
Mobileye
Figs
Lyft & Uber
Joby
Duolingo
Bumble
Garmin
Thryv
Zeta Global
Jun 11, 2026
There's not a lot to like. Seriously!
Jun 8, 2026
The answer may shock you.
HIMS
Jun 7, 2026
The inflection in growth will be faster than you think.
GOOG
Jun 6, 2026
Google will win, but to what end?
AMA
Jun 5, 2026
Livestream in 1 hour.
MGM
Let's talk stocks today.
Stock Buys
Jun 1, 2026
I'm buying 3 stocks this month.
May 31, 2026
This money-making machine is finally getting some credit.
May 30, 2026
Growth isn't always enough.
May 26, 2026
Seat-based SaaS may be in trouble as a business model, but for some Jobs as a Service will be even bigger.
OWLT
May 25, 2026
I like management's change of tune.
PTLO
May 24, 2026
The thesis may be busted, and I should have seen it coming.