Model Portfolio

Notes

Warranted Speculation: Compute Health $CPUH

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October 22, 2022

Consumer

Adding Hims & Hers

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July 8, 2022

EV

SPACuloos 7.7.22 Kalera, Symbiotic, Alvotech & Polestar

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July 7, 2022

Company Updates

Vertiv Redux For Another Win

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February 25, 2022

Consumer

HIMS Flexes a Little

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February 23, 2022

Portfolio

Portfolio Update February 2022

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February 11, 2022

Model Portfolio

Model Portfolio Update October 2021

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October 29, 2021

Candygram

June Model Portfolio Update #2 of 4

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June 21, 2021

Candygram

June Model Portfolio Update #1 of 4

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June 11, 2021

Model Portfolio

May Portfolio Revamp

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May 5, 2021

Model Portfolio

SPAC-u-loos February 2, 2021

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February 2, 2021

Model Portfolio

Model Portfolio YE 2020 Update

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January 6, 2021

Model Portfolio

Model Portfolio Changes November 2020

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November 4, 2020

Model Portfolio

Investment Update 07.14.2020

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July 14, 2020

Model Portfolio

Still Riding a Wave - 6.23.2020

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June 23, 2020

Model Portfolio

Animal Spirits Take Hold - June 17

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June 17, 2020