Alphabet Q3 Earnings Review + a Mercado Libre Snapshot I will post a complete earnings review on Mercado Libre tomorrow. It will cover the shareholder letter, presentation, conference call, other notes and my take on the quarter. The detailed Alphabet Earnings Review
Meta Q3 2025 Earnings Review Sections d, e, f & g are for paid readers. They get into 2026 guidance, valuation, CapEx, the balance sheet, conference call notes and my take. Upgrade In case you missed it: * PayPal
PayPal Q3 2025 Earnings Review Sections e, f & g are for paid subscribers. They walk through guidance, the conference call, the investor presentation and my take on the quarter. Upgrade below to read that and 40+ more
SoFi Q3 2025 Earnings Review sections d, e, f & g are for paid readers. They walk through detailed credit information, capital market liquidity and all of the relevant notes from the call. Upgrade below to read this
