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Market & Earnings - January 21, 2023
Market commentary, portfolio company earnings results, and closer look into UNH
Federico Torre
Jan 21
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Market & Earnings - January 21, 2023
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2022 Review & Look Forward - January 7, 2022
Results, top & bottom performers, reflection, plan for 2023, and themes to watch in 2023
Federico Torre
Jan 7
1
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December 2022
2022 Market Review - December 31, 2022
Market review including performance, volatility, sectors, styles, commodities, inflation, rates, and real estate
Federico Torre
Dec 31, 2022
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2022 Market Review - December 31, 2022
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Earnings Review - December 17, 2022
Market commentary, portfolio company earnings results, and a deeper dive into Adobe (ADBE)
Federico Torre
Dec 17, 2022
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Earnings Review - December 17, 2022
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Earnings Review - December 3, 2022
Brief market commentary, portfolio company earnings results, and a deeper dive into Workday and CrowdStrike
Federico Torre
Dec 3, 2022
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Earnings Review - December 3, 2022
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November 2022
Earnings Review - November 19, 2022
Brief market commentary and a look into earnings from PLTR, TTD, and UPST
Federico Torre
Nov 19, 2022
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Earnings Review - November 19, 2022
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Earnings Review - November 5, 2022
Brief market commentary, portfolio company earnings results, and a deeper dive into Datadog (DDOG)
Federico Torre
Nov 5, 2022
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Earnings Review - November 5, 2022
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October 2022
Earnings Review - October 22, 2022
Market commentary, portfolio company earnings results, and a deeper dive into Intuitive Surgical (ISRG)
Federico Torre
Oct 22, 2022
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Earnings Review - October 22, 2022
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2022 Q3 Review
Quarterly review of results, the market, portfolio companies, and insights
Federico Torre
Oct 8, 2022
1
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2022 Q3 Review
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September 2022
A Capital Market's Perspective on Valuations
Time value of money, investing at its core, valuing bonds, and valuing equities
Federico Torre
Sep 24, 2022
3
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A Capital Market's Perspective on Valuations
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Q2 2022 Earnings Roundup 9.10.2022
A brief review of the market, portfolio earnings scorecard, and a look into earnings from CRWD and OKTA
Federico Torre
Sep 10, 2022
1
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Q2 2022 Earnings Roundup 9.10.2022
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August 2022
Q2 2022 Earnings Roundup 8.27.2022
A brief review of the market, portfolio earnings scorecard, and a look into earnings from INTU and SNOW.
Federico Torre
Aug 27, 2022
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Q2 2022 Earnings Roundup 8.27.2022
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