Founders 5: Dollar Weakness, CRWD, WORK, and TWLO

Trying a quick update format to provide news that matters on stocks we follow

I’m working on finishing up my in-depth earnings reviews for DDOG, AYX, and FSLY but for now, here’s what I’m thinking as a potential 3 time a week update format. Would love your feedback on this!

Macro Stuff

I don’t pay much attention to macro stuff because it’s impossible to time, but I do try to stay generally informed

Which Investments Benefit From a W…

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