Market commentary, portfolio company earnings results, and closer look into UNH
Results, top & bottom performers, reflection, plan for 2023, and themes to watch in 2023

December 2022

Market review including performance, volatility, sectors, styles, commodities, inflation, rates, and real estate
Market commentary, portfolio company earnings results, and a deeper dive into Adobe (ADBE)
Brief market commentary, portfolio company earnings results, and a deeper dive into Workday and CrowdStrike

November 2022

Brief market commentary and a look into earnings from PLTR, TTD, and UPST
Brief market commentary, portfolio company earnings results, and a deeper dive into Datadog (DDOG)

October 2022

Market commentary, portfolio company earnings results, and a deeper dive into Intuitive Surgical (ISRG)
Quarterly review of results, the market, portfolio companies, and insights

September 2022

Time value of money, investing at its core, valuing bonds, and valuing equities
A brief review of the market, portfolio earnings scorecard, and a look into earnings from CRWD and OKTA

August 2022

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