Personal Equity Research

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.

(Square Q2 FY21 Earnings Review)
(Lululemon Q2 FY21 Earnings Review)
(PayPal Q2 FY21 Earnings Review)
(Apple Q3 FY21 Earnings Review)
Deep equity research, market commentary, guest interviews, and community.
(Etsy Q2 FY21 Earnings Review)
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