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
Z
May 19, 2025
Zillow is winning in the biggest single asset class in the world.
ABNB
Airbnb's new products aren't all that compelling...yet.
May 17, 2025
On is leaning into its own pricing power.
DIS
May 15, 2025
Disney is solidifying itself as a leader in streaming.
CROX
+2
May 13, 2025
Coinbase was up 10% after hours on Monday.
May 12, 2025
The oddest conundrum of investing.
LYFT
May 9, 2025
These 3 stocks are up 76%, 47%, and 29% in a month.
GOOG
May 8, 2025
Apple wants to replace Google search in Safari and the market thinks search's days are numbered.
May 4, 2025
Lots of companies buy back stock, but few do it well.
May 3, 2025
Fintech's growth is off the charts.
MGM
+1
May 2, 2025
A value stock and a monster performer that's getting a little expensive.
May 1, 2025
I'm buying 4 stocks, including a new position.
