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.

(PLBY Group Q3 Earnings Review)
(Starbucks Q4 2021 Earnings Review)
(Kura Sushi US Q4 2021 Earnings Review)
(Pinterest Q3 2021 Earnings Review)
(MatchGroup Q3 Earnings Review)
(Apple Q4 Earnings Review)
(Twitter Q3 FY21 Earnings Review)
See all