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Quick Thoughts: 4Q21 Earnings – Mega-caps Incoming

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Quick Thoughts: 4Q21 Earnings – A Big Deal to Start Things Off

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Mixed Reality: The Future is Farther Away than it Appears

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Ten Investable Things that We Think Will Happen in 2022

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Portfolio Update: Pandemic to Endemic

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Quick Thoughts: Team Jack vs. Team Zuck

SEE LAST PAGE OF THIS REPORT Paul Sagawa / Tejas Raut Dessai FOR IMPORTANT DISCLOSURES 917.747.1923 /919.360.6278 psagawa@ / trdessai@ssrllc.com @PaulSagawaSSR December 7, 2021 Quick Thoughts: Team Jack vs. Team Zuck SQ has announced that it will change its corporate

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Web3: Vision vs. Reality

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The Metaverse Archipelago: A Quest for the Holy Grail

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Quick Thoughts: 3Q21 Earnings – Looking for the New Normal

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Quick Thoughts: 3Q21 Earnings – What We Learned So Far

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