My thoughts on GRAB, APP, MELI, AXON and GLXY's Q2 earnings

In the past few days, 5 of my portfolio holdings reported earnings. It’s been a super busy couple of days looking through the reports, and I don’t think I have the time to do an in-depth earnings review like the one I did for GRAB.

So instead, I will look to do a quick review of each company’s earnings here in one post. I will also detail what I intend to do with each position: add/trim/hold (actually just added to one of them yesterday).