Archive - The Crossover

Alphabet: It's Complicated.

PLUS: Warren Buffett's Mic Drop.

Dec 5, 2024 •

May 2024

DigitalOcean: An Intriguing First Quarter

S&P500: Shut Up & Wait?!

May 19, 2024 •

PayPal: Bullish with a Twist?

Berkshire Sells 13% of Apple Stake

May 5, 2024 •

April 2024

The Big Three: SentinelOne, PayPal and Build-A-Bear?

PLUS: Cocoa Goes Loco!

Apr 2, 2024 •

February 2024

The Big Three: PayPal, Disney, and Meta

PLUS: Berkshire's 1997 Annual Meeting

Feb 18, 2024 •

January 2024

Bloomin Brands' & An Activist Stake

Manchester United, Berkshire Hathaway, Netflix, and more!

Jan 31, 2024 •

December 2023

Charlie Munger, Splunk, Digital Ocean

The Crossover Returns as 2023 Departs

Dec 26, 2023 •

June 2023

Digital Ocean: A Fundamental First Investment

And an exciting update from Alan!

Jun 26, 2023 •

March 2023

Is Paramount Selling Showtime?

PLUS: FIGS Struggles Continue

Mar 3, 2023

February 2023

Toast's Q4 Earnings

Also: Joel Embiid, Tom Cruise, and MLB Pitch Clock

Feb 27, 2023

TopGolf, Digital Ocean, and Tonal vs. Peloton

$PINS, $TOST & BVP, and More $META!

Feb 24, 2023

The Big 3: Toast & BVP, Pinterest, and Disney

$PINS, $TOST & BVP, and More $META!

Feb 12, 2023

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