Thoughts from the Quarter

I will routinely write about the positions that I own in my own PA. From quarterly earnings to acquisitions or material events, I share a lot of my own research here.

(Kura Sushi US Q1 2022 Earnings)
(Lululemon Q3 2021 Earnings)
(ETSY, SQ, and PYPL)
(PLBY Group Q3 Earnings Review)
(Starbucks Q4 2021 Earnings Review)
(Kura Sushi US Q4 2021 Earnings Review)
See all