News of the Quiet Week (Happy New Year!) Table of Contents * 1. Free Cash Flow Valuation Comp Sheets * a. Fast Growth * b. Maturing Growth * 2. Meta (META) – M&A * 3. My 2026 Preview * 4. ServiceNow (NOW) – Leadership * 5. Alphabet (GOOGL)
Portfolio & Performance Updates Table of Contents * a. Updated Performance * b. Portfolio Changes * c. Portfolio Management Snapshot * d. Updated Holdings a. Updated Performance b. Portfolio Changes
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
