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Portfolio & Performance Updates
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Portfolio & Performance Updates

  • Bradley Freeman
2 min read
News of the Week (May 5 - 9, 2025)

News of the Week (May 5 - 9, 2025)

Most of the content from this week has already been sent: * Trade Desk Earnings Review (and a Cloudflare Snapshot) * Shopify & Mercado Libre Earnings Reviews * Uber Earnings Review * AMD & Datadog Earnings Reviews

  • Bradley Freeman
18 min read
Trade Desk Earnings Review + Cloudflare & DraftKings Snapshots

Trade Desk Earnings Review + Cloudflare & DraftKings Snapshots

1. Earnings Snapshots — DraftKings (DKNG) & Cloudflare (NET) Full reviews for both of these companies will be published alongside Coupang on Saturday. a. Cloudflare (NET) Results: * Beat revenue estimate by 1.9% &

  • Bradley Freeman
14 min read
Shopify & Mercado Libre Earnings Reviews

Shopify & Mercado Libre Earnings Reviews

Other Reviews to Read From This Season: * AMD & Datadog Earnings Reviews (& Coupang part 1). * Palantir & Hims Earnings Reviews. * Uber Earnings Review. * Alphabet Earnings Review. * Meta, Robinhood & Starbucks Reviews. * Apple

  • Bradley Freeman
19 min read
Uber Q1 2025 Earnings Review

Uber Q1 2025 Earnings Review

Other Reviews to Read From This Season: * AMD & Datadog Earnings Reviews (& Coupang part 1). * Palantir & Hims Earnings Reviews. * Alphabet Earnings Review. * Meta, Robinhood & Starbucks Reviews. * Apple & Duolingo Earnings

  • Bradley Freeman
10 min read
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