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insights
Explore Our Latest Operations and Observations
Mar 18, 20242 min read
4Q23 Earnings Recap
Every quarter we listen to companies report their earnings to gauge broad high-level trends and monitor changes in portfolio holdings....
Mar 14, 20243 min read
What We Learned This Week
The Political Punching Bag that is TikTok: In the midst of the ongoing discourse, it's clear that misinformation and political posturing...
Mar 7, 20243 min read
What We Learned This Week
Near-Term Turbulence for Apple: A recent industry report highlighted a steeper decline than anticipated in smartphone sales in China at...
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