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SoFi Short Report Response

SoFi Short Report Response

Table of Contents * 1. Charge-off Ratios * 2. LPB-based Mis-Statement of Debt & Overstating EBITDA * 3. Whole Loan Sales Drying Up & Loan Accounting * 4. Dilution Machine * 5. Final Thoughts

  • Bradley Freeman
9 min read
News of the Week (March 9-13, 2026)

News of the Week (March 9-13, 2026)

Other Recent Earnings Reviews: * Rubrik & Oracle * Snowflake * MongoDB & The Trade Desk * Sea Limited & On Holding * Nvidia * CrowdStrike & Broadcom * Axon & Mercado Libre * Coupang & Zscaler * Nu & Cava * Hims

  • Bradley Freeman
25 min read
Rubrik & Oracle Earnings Reviews

Rubrik & Oracle Earnings Reviews

Table of Contents * 1. Oracle (ORCL) – Earnings Review * a. Oracle 101 * b. Key Points * c. Demand * d. Profits & Margins * e. Balance Sheet * f. Guidance & Valuation * g. Call * h. Take * 2. Rubrik

  • Bradley Freeman
19 min read
Portfolio & Performance Updates

Portfolio & Performance Updates

Updating my holdings, my approach & my performance.

  • Bradley Freeman
3 min read
Make-Up News of the Week (March 2-6, 2026)

Make-Up News of the Week (March 2-6, 2026)

  • Bradley Freeman
8 min read
← Newer Posts Page 20 of 155 Older Posts →

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