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The Loh-Down

https://thelohdown.substack.com/

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Latest post30 Jul 2026
Freeport-McMoRan Inc.The Loh-Down's Q2 Portfolio Recap-30 Jul 2026
Trekor Metals LimitedThe Loh-Down's Q2 Portfolio Recap-30 Jul 2026
Tesla, Inc.The Loh-Down's Q2 Portfolio Recap-30 Jul 2026
ServiceNow, Inc.The Loh-Down's Q2 Portfolio Recap-30 Jul 2026
Palantir Technologies Inc.The Loh-Down's Q2 Portfolio Recap-30 Jul 2026
Navitas Semiconductor CorporationThe Loh-Down's Q2 Portfolio Recap-30 Jul 2026
Lennar CorporationThe Loh-Down's Q2 Portfolio Recap-30 Jul 2026
Churchill Capital Corp XIThe Loh-Down's Q2 Portfolio Recap-30 Jul 2026
Amazon.com, Inc.The Loh-Down's Q2 Portfolio Recap-30 Jul 2026
Ajinomoto Co., Inc.The Loh-Down's Q2 Portfolio Recap-30 Jul 2026
Vail Resorts, Inc.The Loh-Down's Q2 Portfolio Recap-30 Jul 2026
Stanley Black & Decker, Inc.The Loh-Down's Q2 Portfolio Recap-30 Jul 2026
Space Exploration Technologies Corp.The Loh-Down's Q2 Portfolio Recap-30 Jul 2026
Alta Equipment Group Inc.The Loh-Down's Q2 Portfolio Recap-30 Jul 2026
UiPath, Inc.The Loh-Down's Q2 Portfolio Recap-30 Jul 2026
Rocket Lab CorporationThe Loh-Down's Q2 Portfolio Recap-30 Jul 2026
Red Cat Holdings, Inc.The Loh-Down's Q2 Portfolio Recap-30 Jul 2026
Redwire CorporationThe Loh-Down's Q2 Portfolio Recap-30 Jul 2026
Ouster, Inc.The Loh-Down's Q2 Portfolio Recap-30 Jul 2026
Duolingo, Inc.The Loh-Down's Q2 Portfolio Recap-30 Jul 2026
United Parcel Service, Inc.The Loh-Down's Q2 Portfolio Recap-30 Jul 2026
Tempus AI, Inc.The Loh-Down's Q2 Portfolio Recap-30 Jul 2026
Synopsys, Inc.The Loh-Down's Q2 Portfolio Recap-30 Jul 2026
Symbotic Inc.The Loh-Down's Q2 Portfolio Recap-30 Jul 2026
Shift4 Payments, Inc.The Loh-Down's Q2 Portfolio Recap-30 Jul 2026
Pfizer Inc.The Loh-Down's Q2 Portfolio Recap-30 Jul 2026
PayPal Holdings, Inc.The Loh-Down's Q2 Portfolio Recap-30 Jul 2026
Ondas Inc.The Loh-Down's Q2 Portfolio Recap-30 Jul 2026
Lemonade, Inc.The Loh-Down's Q2 Portfolio Recap-30 Jul 2026
Lantern Pharma Inc.The Loh-Down's Q2 Portfolio Recap-30 Jul 2026
Kodiak AI, Inc.The Loh-Down's Q2 Portfolio Recap-30 Jul 2026
Klarna Group plcThe Loh-Down's Q2 Portfolio Recap-30 Jul 2026
Joby Aviation, Inc.The Loh-Down's Q2 Portfolio Recap-30 Jul 2026
Fluence Energy, Inc.The Loh-Down's Q2 Portfolio Recap-30 Jul 2026
DLocal LimitedThe Loh-Down's Q2 Portfolio Recap-30 Jul 2026
Bridger Aerospace Group Holdings, Inc.The Loh-Down's Q2 Portfolio Recap-30 Jul 2026
Archer Aviation Inc.The Loh-Down's Q2 Portfolio Recap-30 Jul 2026
Coinbase Global, Inc.The Loh-Down's Q2 Portfolio Recap-30 Jul 2026
Vishay Precision Group, Inc.The Loh-Down's Q2 Portfolio Recap-30 Jul 2026
Penguin Solutions, Inc.The Loh-Down's Q2 Portfolio Recap-30 Jul 2026