Hey partner,
If you’re part of the Offside Premium subscription, you’ll be part of this week’s deep dive and research report on Uber.
For today, I’m adding to the following:
Microsoft (MSFT)
Workday (WDAY)
Alibaba (BABA)
I’m also considering initiating:
Lululemon (LULU)
Tractor Supply Co (TSCO)
Look out for tomorrow’s morning digest, specifically the portfolio section.
You’ll see the updated portfolio based on today’s dealings.
Our target price and overall thesis will be hosted in our next round of portfolio deep dives.
Join our Premium Research subscription to access this deal and several more.