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Portfolio & Performance Updates

Portfolio change.

  • Bradley Freeman
2 min read
Sea Limited Q3 2025 Earnings Review

Sea Limited Q3 2025 Earnings Review

Exploring Sea Limited's Q3 Results.

  • Bradley Freeman
11 min read
News of the Week (November 3-7, 2025)

News of the Week (November 3-7, 2025)

Table of Contents * 1. Brief Earnings Snapshots – Spotify, AppLovin, Datadog & Axon * a. Spotify * b. App Lovin * c. Datadog * d. Axon (AXON)  * 2. Detailed Robinhood (HOOD) – Q3 2025 Earnings Review * a. Demand * b.

  • Bradley Freeman
23 min read
DraftKings Q3 2025 Earnings Review

DraftKings Q3 2025 Earnings Review

Table of Contents * a. Key Points * b. Demand * c. Profits * d. Balance Sheet * e. Guidance & Valuation * f. Call & Letter * g. Take a. Key Points * Ugly headline numbers. * Encouraging structural trends. * Durable

  • Bradley Freeman
8 min read
Portfolio & Performance Updates

Portfolio & Performance Updates

Portfolio changes & a performance update.

  • Bradley Freeman
2 min read
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