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Portfolio Earnings Season Preview
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Portfolio Earnings Season Preview

  • Bradley Freeman
12 min read
SoFi Q4 2024 Earnings Review

SoFi Q4 2024 Earnings Review

Table of Contents * a. Key Points * b. Demand * c. Profits & Margins * d. Credit Health & Balance Sheet * Vintage Analysis: * Deposits: * More than Fair Value Markings: * More Student Loan Metrics: * Liquidity & Net

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

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

Table of Contents * 1. Earnings Round-Up – American Express (AXP) & In … * a. American Express (AXP) – Earnings Summary: * b. Intuitive Surgical (ISRG) – Earnings Summary * 2. Nu (NU) – Mexico & Going Global * a. Mexico * b.

  • Bradley Freeman
23 min read
SoFi Earnings Thoughts
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SoFi Earnings Thoughts

  • Bradley Freeman
2 min read
Netflix Earnings Review

Netflix Earnings Review

Table of Contents * a. Key Points * b. Demand * c. Profits & Margins * d. Balance Sheet * e. Guidance & Valuation * f. Call & Release * g. Take a. Key Points * Fantastic subscriber growth was driven

  • Bradley Freeman
11 min read
← Newer Posts Page 53 of 132 Older Posts →

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