Capturing Seasonal Travel Demand in AAL + Managing RBLX Post Earnings

Good morning Titans!

A lot happened this week. We have HOOD, BMBL, and RBLX in the portfolio from before this Horizon email list and they all reported earnings this week!

HOOD and BMBL did well, but have started selling off a little bit and RBLX, gosh, Roblox got crushed by forward guidance which has been a theme this earnings season with companies making remarks about the future that aren't all blue skies and sunshine (unlike Los Angeles weather).

Ok to finish setting the backdrop, Airlines are seasonally strong during summer months as they bring in a lot of revenue with summer travel. Let's go!