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Market, Earnings, and American Tower (AMT) - April 13, 2024
Market commentary, portfolio company earnings results, and a deeper look into American Tower Corporation (AMT)
Apr 13
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Federico Torre
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Market, Earnings, and American Tower (AMT) - April 13, 2024
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March 2024
2024 Q1 Letter
Review of quarterly results, contributors and detractors, portfolio overview, and personal reflection
Mar 30
•
Federico Torre
1
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2024 Q1 Letter
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Market, Earnings, and CrowdStrike (CRWD) - March 16, 2024
Market commentary, portfolio company earnings results, and a deeper look into CrowdStrike (CRWD)
Mar 16
•
Federico Torre
1
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Market, Earnings, and CrowdStrike (CRWD) - March 16, 2024
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Market, Earnings, & Booking Holdings (BKNG) - March 2, 2024
Market commentary, portfolio company earnings results, and a deeper look into Booking Holdings (BKNG)
Mar 2
•
Federico Torre
1
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Market, Earnings, & Booking Holdings (BKNG) - March 2, 2024
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February 2024
Market, Earnings, and The Trade Desk (TTD) - February 17, 2024
Market commentary, portfolio company earnings results, and a deeper look into The Trade Desk (TTD)
Feb 17
•
Federico Torre
1
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Market, Earnings, and The Trade Desk (TTD) - February 17, 2024
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Market, Earnings, and Meta (META) - February 3, 2024
Market commentary, portfolio company earnings results, and a deeper look into Meta (META)
Feb 3
•
Federico Torre
3
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Market, Earnings, and Meta (META) - February 3, 2024
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January 2024
Market, Earnings, and UnitedHealth Group (UNH) - January 20, 2024
Market commentary, portfolio company earnings results, and a deeper look into UnitedHealth Group (UNH)
Jan 20
•
Federico Torre
2
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Market, Earnings, and UnitedHealth Group (UNH) - January 20, 2024
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2023 Year-End Review
Results, top & bottom performers, reflection, plan for 2024, and themes to watch next year
Jan 6
•
Federico Torre
4
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2023 Year-End Review
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December 2023
Market, Earnings, and Adobe (ADBE) - December 23, 2023
Market commentary, portfolio company earnings results, and a deeper look into Adobe (ADBE)
Dec 23, 2023
•
Federico Torre
1
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Market, Earnings, and Adobe (ADBE) - December 23, 2023
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Market, Earnings, and CRM - December 9, 2023
Market commentary, portfolio company earnings results, and a deeper look into Salesforce (CRM)
Dec 9, 2023
•
Federico Torre
1
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Market, Earnings, and CRM - December 9, 2023
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November 2023
Market, Earnings, and ABT - November 25, 2023
Market commentary, portfolio company earnings results, and a deeper look into Abbott Laboratories (ABT)
Nov 25, 2023
•
Federico Torre
1
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Market, Earnings, and ABT - November 25, 2023
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Market, Earnings, and DDOG - November 11, 2023
Market commentary, portfolio company earnings results, and a deeper look into Datadog (DDOG)
Nov 11, 2023
•
Federico Torre
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Market, Earnings, and DDOG - November 11, 2023
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