News of the Week (June 30 - July 4, 2025) * Click here to see my current portfolio & performance vs. the S&P 500. * Click here to access 40 earnings reviews from this past season & consistent company news & analysis. Table
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)
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
