News of the Week (April 14-18, 2025) In case you missed it, I published my portfolio earnings season preview this week. That piece also included my updated holdings, performance and some more detail on this week’s digital advertising news.
Netflix & Taiwan Semi Earnings Reviews Table of Contents * 1. Taiwan Semi (TSM) Earnings Review * a. Taiwan Semi 101 * b. Key Points * c. Demand * d. Profits & Margins * e. Balance Sheet * f. Guidance & Valuation * g. Call & Release
News of the Week (April 7 - 11, 2025) I published an update on my portfolio and performance vs. the S&P 500 earlier in the week. Table of Contents * 1. J.P. Morgan (JPM) – Earnings Snapshot & Economi … * a. Demand
