Adding to Current Positions

Paid subscribers only

Mid-Month Portfolio Changes

$3,000 in new contributions being invest today

Crowdstrike: 200% Revenue Growth By 2026

Weekly Portfolio News & Notes from CRWD investor event

Snowflake Deep Dive Update & Two Buys Tomorrow

5 Buys | DDOG + MSFT Partner | SNOW + AWS Partner | RTX Radar Contract | UPST | ZM | NOW | HUBS

Weekly Portfolio & News Update

What I'm Buying April 1st

2032 Portfolio Update. Adding to three current positions & opening two new positions

2022 Newsletter Relaunch & Portfolio Update

Best Opportunities (What I’m Buying Next Week)

4 New positions & Adding to 4 current positions next week

My Crypto Confession (Part 1)

My framework for investing in crypto as a stock market investor

Shipping Port Backlogs & DOCN, APPS, EXAS, and NARI Conference Notes

Important updates from Digital Ocean, Digital Turbine, Exact Sciences, and Inari Medical

Founder’s Weekly #1

News about Etsy, MongoDB, and WeCommerce. Articles from Ben Carlson and Visual Capitalist. Tweets from Shopify, The Trade Desk, and Virgin Galactic

Interview With Todd McKinnon, Okta Co-Founder and CEO

Okta Part 1: Business Overview