"Turnarounds Are Hard Work"
GEICO: The Gecko Stumbles
Floor & Decor: "Wind In Our Face"
Roblox: The Path To Profitability
HD: "A Unique Environment"
Airbnb: Capitalizing On Adversity
"We're In The Discovery Business"
Disney: Iger's Strategy Shift?
Meta Platforms: Phase Change
Portfolio Change - 02/06/2023
Walking The Peacock Plank
Ally Financial: A Clearer Roadmap
Microsoft: "It's Showtime"
Netflix: "We're Off To A Good Start"
"Regardless Of Price"
Amazon, Google, and the NFL
Floor & Decor: “A True Category Killer”
Q4 2022 Portfolio Update
