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$COIN $OKTA $PTON $TWLO $ROKU $AMZN $SPY $ETH

Sep 24

$AMZN $NFLX $COIN $TWLO $CMG $SBUX $WING

Sep 17

Let's talk used cars! $KMX $CVNA $VRM $AN

Sep 10

$STNE $OKTA $VEEV $SPOT $MTCH $AMZN $ROKU

Sep 3

No Memo this week! Instead, I’m excited to present my first Deep Dive of the summer. My last one, published in May, was on Dutch payments company, Adye…

Aug 27

$ARKK $FB $PTON $SE $AMZN $ADYEN $ADYEY $TWLO

Aug 20

$DOCN $TTD $U $DIS

Aug 13

$TCEHY $SQ $ROKU $ETSY $MELI $NKE

Aug 6

$BABA $JD $TCEHY $PINS $TWLO $SHOP $TDOC $AMZN $HOOD

Jul 30

$NFLX $SNAP $TWTR $EVO $EVVTY $SPOT $PTON $FB

Jul 23

$SHOP $ETSY $NFLX $DIS $EVO $EVVTY

Jul 16

Let me just start by saying I dig the payments space. What’s not to love? The picks and shovels of all modern economic activity. There’s a reason Strip…

May 12

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