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News of the Quiet Week (Merry Christmas)

News of the Quiet Week (Merry Christmas)

  • Bradley Freeman
5 min read

News of the Week (December 14-18, 2025)

My Detailed Earnings reviews from this season: * Nike & Micron * Rubrik * Oracle & Broadcom. * Snowflake * CrowdStrike & MongoDB * Zscaler * Datadog & Palo Alto * Sea Limited * On Holdings * Nu Holdings * The Trade Desk * Lemonade

  • Bradley Freeman
21 min read
Nike & Micron Earnings Reviews

Nike & Micron Earnings Reviews

Digesting two more earnings reports.

  • Bradley Freeman
21 min read
New Position & Performance Updates
Nerd Max Access

New Position & Performance Updates

A new holding.

  • Bradley Freeman
3 min read
Two Position Exits & Performance Updates
Nerd Max Access

Two Position Exits & Performance Updates

Significant portfolio changes.

  • Bradley Freeman
3 min read
← Newer Posts Page 12 of 132 Older Posts →

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