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Portfolio & Performance Updates
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Portfolio & Performance Updates

  • Bradley Freeman
3 min read
News of the Week (June 23 - 27, 2025)

News of the Week (June 23 - 27, 2025)

Table of Contents * 1. Updated Free Cash Flow (FCF) Valuation Comp She … * a. Fast Growth * b. Mature Growth * 2. Alphabet (GOOGL) – Miscellaneous * a. Open AI * b. Gemma 3n * c. More * 3. Uber (UBER)

  • Bradley Freeman
27 min read
Portfolio & Performance Update
Free Access

Portfolio & Performance Update

* Links to 40 detailed earnings reviews from this season * Link to my current portfolio & performance vs. the S&P 500 a. Some General Thoughts on Markets My oh my, how things

  • Bradley Freeman
2 min read
News of the Week (June 16-20, 2025)

News of the Week (June 16-20, 2025)

Links to 40 detailed earnings reviews from this season Link to my current portfolio & performance vs. the S&P 500 Table of Contents * 1. Updated EBIT Comp Sheets * a. Mature Growth

  • Bradley Freeman
37 min read
SoFi Deep Dive

SoFi Deep Dive

SoFi aims to be the one-stop shop for consumer financial needs, with an owned tech stack that it also sells to customers like Robinhood and H&R Block. While it started as a student loan company, it now offers a full line of core financial services and lending products.

  • Bradley Freeman
53 min read
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