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PayPal Q3 2025 Earnings Review

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

  • Bradley Freeman
14 min read
SoFi Q3 2025 Earnings Review

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

  • Bradley Freeman
14 min read
Portfolio & Performance Updates

Portfolio & Performance Updates

  • Bradley Freeman
2 min read
Q3 2025 Earnings Season Preview

Q3 2025 Earnings Season Preview

In case you missed it: * Tesla Earnings Review. * Netflix Earnings Review. * Taiwan Semi Earnings Review. a. General Market Thoughts Entering Q1 earnings, trade and tariff drama led to plummeting expectations, soaring anxiety and

  • Bradley Freeman
13 min read
News of the Week (October 20-24, 2025)

News of the Week (October 20-24, 2025)

Sections 4-14 are for paid subscribers. If you'd like to read about SoFi credit market information, Rubrik's Agent Cloud Release, a brief Lemonade vs. Root comparison, Trade Desk

  • Bradley Freeman
19 min read
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