Trending Assets
Top investors this month
Trending Assets
Top investors this month
Portfolio Update: August
With many holdings reporting earnings last month, I began to see some separation between the truly elite companies and the mediocre (or poor). Companies like The Trade Desk $TTD proved that they are an exceptional ad-tech company while many like $ROKU and $SNAP sunk. On the other hand, previous favorites $OLO and $MDB demonstrated that they aren't as resistant to macro forces as I thought.

ninetofiveinvesting.substack.com
End of Month Portfolio Update: August
Updates on several moves from a busy month

Related
Already have an account?