Trade Alert 1/8/24
Trade Alert 1/8/23 Hi everyone! If you’ve been following along for the last several months, you may not be surprised by this trade alert...
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Ryan
Jan 85 min read
Dec 18-22, 2023
Weekly Update December 18-22 Let’s jump right in! Snowflake Snowflake finally received FedRAMP High Authorization on AWS GovCloud. This...
Ryan
Jan 87 min read
Discontinuous Disruption
Discontinuous Disruption The year was 2000, the beginning of the tech bubble descent. Still groggy from waking up at 4 am, three men...
Ryan
Jan 811 min read
Qualitative Factors
I’ve updated this post from earlier this year with recent learnings. Risk is the probability of permanent loss so limiting it as much as...
Ryan
Jan 83 min read
Dec 4-8, 2023
Weekly Update Dec 4-8 Let’s jump right in! Tesla There have been so many viral videos about the Cybertruck. Tesla is, in my opinion, the...
Ryan
Jan 84 min read
Nov 27-Dec 1, 2023
Before jumping in, I just wanted to quickly say RIP to Charlie Munger, who passed away at 99 on Tuesday. He was Warren Buffett’s best...
Ryan
Jan 84 min read
Nov 20-24, 2023
Weekly Update Nov 20-24 Let’s jump right in! Datadog Datadog recently did a small acquisition of a company named ActionDesk. From the...
Ryan
Jan 86 min read
Nov 13-17, 2023
Weekly Update Nov 13 - 17 Tesla Last week, Elon Musk’s latest AI project, xAI released its first product – Grok. It’s a ChatGPT...
Ryan
Jan 86 min read
Oct 30 - Nov 3, 2023
Hi there for the second time this week! :) Let's jump right into it, starting with two earnings reports. MercadoLibre reported earnings...
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