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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
News of the Week (December 8 - 12, 2025)

News of the Week (December 8 - 12, 2025)

Table of Contents * 1. Brief Earnings Snapshots – Lululemon (LULU) & Adobe (ADBE) * a. Lululemon * b. Adobe (ADBE) * 2. Amazon (AMZN) – 2025 AWS Event Review * 3. ServiceNow (NOW) – CFO Gina Mastantuono Interviews with Barclays

  • Bradley Freeman
23 min read
Broadcom & Oracle Earnings Reviews

Broadcom & Oracle Earnings Reviews

Table of Contents * 1. Broadcom (AVGO) – Earnings Review * a. Broadcom 101 * b. Key Points * c. Demand * d. Profits & Margins * e. Balance Sheet * f. Guidance & Valuation * g. Call & Release * h. Take

  • Bradley Freeman
19 min read
Portfolio Changes & Performance Updates
Nerd Max Access

Portfolio Changes & Performance Updates

My updated portfolio & performance

  • Bradley Freeman
2 min read
← Newer Posts Page 19 of 143 Older Posts →

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