BROS

Dutch Bros (BROS)

FVRRCOINBitcoinRCLARAYROKUMARAPSFEMCDSMRFDECKUBERRIVNRDDTSQSMPLPYPLFIVERYCEYTSLAPAYOAMDCELHLRNBBYGrokAAPLAXPCMGUALAMZNTGTSHOPONONDGMETABBOPENCOSTTSCONKEUPWKNVDAREALGMMSFTGAPMGNITDUPTPRWMTDALGOOGLBIRKODDSOFIMNSTCROXMSTRSCHWRKTDSPDISHURBNVPTONSONODUOLSNAPSPOTCVNANFLXSBUXNOTEPINSSOUNOKLOTTDHIMSLULUKMXHOODBROSADDYYRLAUR
BitcoinBitcoin
+7+7
LikeFolio Weekly Roundup

LikeFolio Weekly Roundup

Consumer spending is holding strong, inflation is cooling faster than expected, and several of our top positions are breaking out. This week proved again why staying focused on real-time behavior beats panic-driven narratives.

Megan Brantley
BitcoinBitcoin
+8+8
LikeFolio Weekly Roundup

LikeFolio Weekly Roundup

Core inflation came in hotter than expected in February. Here's an overview of the biggest movers in our portfolio in the last week, and a deep dive in how we see the Bitcoin/GameStop strategy.

Ian Dewey, +1
BitcoinBitcoin
+9+9
LikeFolio Weekly Roundup

LikeFolio Weekly Roundup

It was another tough week for the market but we see a massive silver lining: the announcement of the US Bitcoin Strategic Reserve. Here's an overview of the biggest moves in our portfolio over the last week

Ian Dewey, +1
BitcoinBitcoin
+8+8
LikeFolio Weekly Roundup

LikeFolio Weekly Roundup

Hotter-than-expected inflation data and big earnings events moved the market in big ways. We've logged double digit moves (mostly to the upside) in many of the small cap names in our portfolio. This week, we're adding a BONUS Core Conviction note following some interesting company news...

Megan Brantley
SBUXSBUX
+1+1
Starbucks (SBUX) Earnings Preview

Starbucks (SBUX) Earnings Preview

Starbucks hired perhaps the world's best "fixer" to save its sinking dynasty. Data suggests the turnaround may take a bit more time. Instead, we're betting on an up-and-coming coffee chain with ambitious plans for growth.

Megan Brantley
SBUXSBUX
+1+1
3 Big Problems for Starbucks (SBUX)

3 Big Problems for Starbucks (SBUX)

Starbucks revenue is lagging as the stock recovers on hopes of a new CEO turnaround. But web traffic suggests a different coffee stock is the real bullish play $BROS

Megan Brantley