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Portfolio Management Thoughts Amid Tariffs
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Portfolio Management Thoughts Amid Tariffs

  • Bradley Freeman
4 min read
Remaining News of the Week (Jan 27 - 31, 2025)

Remaining News of the Week (Jan 27 - 31, 2025)

Table of Contents * 1. Earnings Round-Up – Visa (V), Mastercard (MA), … * a. Visa Snapshot * b. Mastercard Snapshot * c. Intel Snapshot * d. IBM Snapshot * 2. Detailed ServiceNow Earnings Review * a. Key Points * b. Introduction to

  • Bradley Freeman
19 min read
Portfolio Update
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Portfolio Update

  • Bradley Freeman
3 min read
Microsoft & Apple Earnings Reviews

Microsoft & Apple Earnings Reviews

Digesting the results of these two titans.

  • Bradley Freeman
20 min read
Meta, Tesla & Starbucks Earnings Reviews + DeepSeek News & Implications

Meta, Tesla & Starbucks Earnings Reviews + DeepSeek News & Implications

Dissecting 3 earnings reports and some GenAI disruption

  • Bradley Freeman
36 min read
← Newer Posts Page 52 of 132 Older Posts →

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