Companies covered: Compass Inc. (NYSE:COMP), Redfin Corp (NASDAQ:RDFN), Opendoor Technologies Inc. (NASDAQ:OPEN), Blackstone Inc. (NYSE:BX), Invitation Homes (NYSE:INVH), TripAdvisor, Inc. (NASDAQ:TRIP), Meta Platforms Inc. (NASDAQ:META), Twitter, Inc. (NYSE:TWTR), Rocket Companies Inc. (NYSE:RKT), Deere & Company (NYSE:DE), Caterpillar, Inc. (NYSE:CAT), Boeing Company (The) (NYSE:BA), EOG Resources, Inc. (NYSE:EOG), Cheniere Energy, Inc. (NYSEAMERICAN:LNG), Comstock Resources, Inc. (NYSE:CRK), Exxon Mobil Corporation (NYSE:XOM), Chevron Corporation (NYSE:CVX), ConocoPhillips (NYSE:COP), First Interstate BancSystem, Inc. (NASDAQ:FIBK), Wells Fargo & Company (NYSE:WFC), Live Oak Bancshares Inc (NASDAQ:LOB), Veritex Holdings, Inc. (NASDAQ:VBTX), Apple Inc. (NASDAQ:AAPL), Koninklijke Philips N.V. (NYSE:PHG), ResMed Inc. (NYSE:RMD), Bayer AG (ADR) (OTCMKTS:BAYRY), Atlas Air Worldwide Holdings (NASDAQ:AAWW), FedEx Corporation (NYSE:FDX), Amazon.com, Inc. (NASDAQ:AMZN), Healthcare Services Group, Inc. (NASDAQ:HCSG), Ichor Holdings Ltd. (NASDAQ:ICHR), Intel Corporation (NASDAQ:INTC), Entravision Communications Corporation (NYSE:EVC), Grupo Televisa S.A. (NYSE:TV), Spotify Technology SA (NYSE:SPOT), Microsoft Corporation (NASDAQ:MSFT), Roku Inc. (NASDAQ:ROKU)