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Mega-Brands

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Sector Generalists
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Mega-Brands
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S10, Ep 3: February 2025 Dynamic Brands Commentary

March 3, 2025, 8:41 p.m.

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S10, Ep 2: +6.85% January - Dynamic Brands Portfolio Update

Feb. 4, 2025, 8:41 p.m.

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S10, Ep 2: January 2025 Dynamic Brands Portfolio & Market Update

Feb. 3, 2025, 8:41 p.m.

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S10, Ep 1: Dynamic Brands 2024 Portfolio & Market Commentary

Jan. 7, 2025, 8:41 p.m.

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Mark Mahaney ISI: Whats in store for TMT in 2025

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S9 EP 24 MS Counterpoint Market Notes

Dec. 6, 2024, 8:41 p.m.

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S9 Ep 25 Live Nation Summary from QUARTR App Edge Issue #42

Dec. 6, 2024, 8:41 p.m.

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Mega-Brands
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S9, Ep 19: Dynamic Brands November '24 Update & Market Notes

Dec. 6, 2024, 8:41 p.m.

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S9, Ep 23: GS on the Luxury Sector - Ideas and upgrades

Dec. 6, 2024, 8:41 p.m.

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S9, Ep 23: Electricity & Power for AI via Nextera Energy

Dec. 5, 2024, 8:41 p.m.

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S9, Ep 20 Adobe, will it be disrupted or is it a raging buy?

Dec. 4, 2024, 8:41 p.m.

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S9, Ep 21 SalesForce CRM Quarter and Trends in AI

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S9, Ep 22: Consumer Staples Update from MS Conference

Dec. 4, 2024, 8:41 p.m.

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S9 Ep 18: MS Black Friday Report Summary

Dec. 2, 2024, 8:41 p.m.

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S9, Ep 16: Dicks Sporting Goods, Earnings Review

Nov. 29, 2024, 8:41 p.m.

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S9 Ep 17 GS: Consumer Dashboard & Spending Update

Nov. 29, 2024, 8:41 p.m.

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S9 Ep 15: Dynamic Brands Portfolio Update

Nov. 29, 2024, 8:41 p.m.

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S9 Ep 15: GS 2025 Global Outlook AI Summary

Nov. 28, 2024, 8:41 p.m.

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S9, Ep 16: The Brands Fund and our Current Holdings - Outlook

Nov. 28, 2024, 8:41 p.m.

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MS Holiday Shopping AI-Generated Q&A

Nov. 27, 2024, 8:41 p.m.

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S9, Ep 14: Summary of Dynamic Brands Brochure using AI

Nov. 23, 2024, 8:41 p.m.

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S9 Ep 13: Dynamic Brands Oct 2024 Portfolio & Market Update

Nov. 4, 2024, 8:41 p.m.

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S9 Ep 13: October '24 Dynamic Brands Portfolio & Market Musings

Nov. 2, 2024, 8:41 p.m.

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S9 Ep 13: October Dynamic Brands & Portfolio Update

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S9 Ep 12: Dynamic Brands Q3 2024 Portfolio Update

Oct. 1, 2024, 6:23 p.m.

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