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Portfolio & Performance Updates

a. Updated Performance vs. the S&P 500 Overall:

  • Bradley Freeman
2 min read
Meta Q1 2026 Earnings Review

Meta Q1 2026 Earnings Review

Other recent earnings reviews: * SoFi * Lemonade * Robinhood * ServiceNow * Spotify * Taiwan Semi * Netflix * Tesla Table of Contents * a. Key Points * b. Demand * c. Profits * d. Balance Sheet * e. Guidance & Valuation * f. Call &

  • Bradley Freeman
10 min read
Lemonade (LMND) Q1 2026 Earnings Review

Lemonade (LMND) Q1 2026 Earnings Review

* For a quick overview of Lemonade's business, click here. * For a detailed review of its latest investor day, click here. Other recent earnings reviews: * SoFi * Robinhood * ServiceNow * Spotify * Taiwan Semi * Netflix

  • Bradley Freeman
7 min read
SoFi Q1 2026 Earnings Review

SoFi Q1 2026 Earnings Review

Click here for a quick SoFi 101 overview and here for my SoFi deep dive. Other reviews from this season: * Robinhood * ServiceNow * Spotify * Taiwan Semi * Netflix * Tesla Table of Contents * a. Key Points

  • Bradley Freeman
16 min read
Robinhood (HOOD) Q1 2026 Earnings Review

Robinhood (HOOD) Q1 2026 Earnings Review

Table of Contents * a. Key Points * b. Demand Snapshot * c. Profit Snapshot * d. Balance Sheet * e. Guidance & Valuation * f. Call & Slide Deck Review * g. Take Welcome back to earnings season! Over

  • Bradley Freeman
12 min read
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