Archive - Torre Financial Newsletter

New Top Discussion

Market commentary, portfolio company earnings results, and closer look into UNH

Jan 21

Results, top & bottom performers, reflection, plan for 2023, and themes to watch in 2023

Jan 7

December 2022

Market review including performance, volatility, sectors, styles, commodities, inflation, rates, and real estate

Dec 31, 2022

Market commentary, portfolio company earnings results, and a deeper dive into Adobe (ADBE)

Dec 17, 2022

Brief market commentary, portfolio company earnings results, and a deeper dive into Workday and CrowdStrike

Dec 3, 2022

November 2022

Brief market commentary and a look into earnings from PLTR, TTD, and UPST

Nov 19, 2022

Brief market commentary, portfolio company earnings results, and a deeper dive into Datadog (DDOG)

Nov 5, 2022

October 2022

Market commentary, portfolio company earnings results, and a deeper dive into Intuitive Surgical (ISRG)

Oct 22, 2022

Quarterly review of results, the market, portfolio companies, and insights

Oct 8, 2022

September 2022

Time value of money, investing at its core, valuing bonds, and valuing equities

Sep 24, 2022

A brief review of the market, portfolio earnings scorecard, and a look into earnings from CRWD and OKTA

Sep 10, 2022

August 2022

A brief review of the market, portfolio earnings scorecard, and a look into earnings from INTU and SNOW.

Aug 27, 2022

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