"The Importance Of Focus"
"All Viewing Is Not Equal"
"What We Stand For"
"An Egg Is An Egg"
"The Market Passed Them By"
Q1 2025 Portfolio Update
Dollar Tree: "The First Inning"
Nike: "A Balanced Approach"
Nike Expert Panel Discussion
The Future Of Airbnb
The DG Playbook
"It Has Never Been Not Hard"
Nike's Retail Evolution
GEICO: "Major Repolishing"
Celsius: The Pepsi Question
Roku: "A Global Opportunity"
Peloton: "A Steep Hill"
"This Is The Right Time"
TSOH Announcement
"They're Actually An Asset"
Meta: More To Come
Microsoft: "The UI For AI"
Ally: End Of The Tunnel
Netflix: "Thinking Too Small"
BF.B: The American Spirit
Portfolio Change - 01/16/2025
The House Of Sport
Academy: Retail Turnaround?
Q4 2024 Portfolio Update
