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Investment theses
EXCEL-arators
Our portfolio is tracking at .
11.6%
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Gain/Loss %
News
FB
11
-6.8%
Facebook internal report: US users are reading more COVID-19 content from "higher-quality" sources based on its ranking of top publishers adopted last year (New York Times)
Trump and Pence reportedly talked with a handful of Wall Street giants to get their view on how coronavirus is reshaping markets and the economy
Drugmakers are developing coronavirus vaccines in record time — but it will still be months before one is available
NYC piano bar Marie's Crisis cafe is broadcasting two shows a day online so you can sing-a-long
Facebook is reportedly considering investing billions of dollars in an Indian telecom giant to boost its international growth (FB)
CSCO
25
-19.8%
United States Phone & Video Conference Equipment Market - Featuring Cisco Systems, Plantronics & Huawei Technologies Among Others - ResearchAndMarkets.com
2020 Asia-Pacific Integrated Cybersecurity Framework Industry Guide - Vendors Profiled Include Cisco Systems, FireEye, Fortinet and McAfee Among Others - ResearchAndMarkets.com
Here's a big list of free tech from companies like Microsoft, Google, and Cisco to help companies deal with remote work amid the coronavirus crisis (MSFT, CSCO, GOOG, GOOGL, ZM, WORK, TEAM)
Cisco Commits $225 Million for Global COVID-19 Response
'People are feeling an existential need': Slack's head of customer experience describes its huge influx of users amid the coronavirus panic (WORK)
LRCX
8
62.1%
Nvidia named a top idea amid uncertainty
Why Is Lam Research (LRCX) Down 8.1% Since Last Earnings Report?
Zacks.com featured highlights include: PulteGroup, SYNNEX, Republic Services, Lam Research and Leidos
The Zacks Analyst Blog Highlights: Microsoft, Applied Materials, SAP SE, Lam Research and Tencent
Lam Research, KLA stocks slip after report says U.S. could restrict chip-equipment sales to China
SBUX
30
13.6%
Starbucks CEO: Our experience tracking coronavirus in China shows US on 'very similar' path
Conducting (Virtual) Annual Meetings in Light of COVID-19
Starbucks closures can’t stop coffee’s massive rally
Brad Goreski has been trying to recreate husband Gary Janetti's go-to Starbucks drink
Billionaire Bill Ackman says he recently made a $2.5 billion bet that the US economy will bounce back quickly from coronavirus
V
20
18.9%
Verschwörungstheorie: Coronavirus wurde nicht im Labor gezüchtet
«Big Brother» Allemagne: Les candidats découvrent la pandémie en direct
4 Top Stock Trades for Wednesday: BA, NVDA, SBUX, V
Goldene Himbeere: „Cats“ wurde zum schlechtesten Film gewählt
Le Groupe PPSS lance une étoffe Cut-Tex PRO de couleur noire, résistante aux coupures
CRM
10
6.8%
Oracle is providing the technology for clinical trials to help the Trump administration determine if anti-malaria drugs can be used to fight COVID-19 (ORCL)
Here's a big list of free tech from companies like Microsoft, Google, and Cisco to help companies deal with remote work amid the coronavirus crisis (MSFT, CSCO, GOOG, GOOGL, ZM, WORK, TEAM)
Why Salesforce Stock Will 'Deliver the Goods' in 2020
Facebook, Apple and Salesforce pledge to donate masks for coronavirus response
This San Francisco startup just raised $12 million for its speech recognition technology that was born out of a 'dark matter' experiment. Here's the pitch deck it used.
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Investment thesis
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