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Salesforce & SentinelOne Earnings Reviews + PayPal & SoFi CFO Interviews

Salesforce & SentinelOne Earnings Reviews + PayPal & SoFi CFO Interviews

Table of Contents * 1. Salesforce (CRM) – Earnings Review * a. Salesforce 101 * b. Demand * c. Profits & Margins * d. Balance Sheet * e.  Guidance & Valuation * f. Call & Release * g. Take * 2. SOFI (SOFI)

  • Bradley Freeman
28 min read
Portfolio Updates
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Portfolio Updates

  • Bradley Freeman
2 min read
Zscaler Earnings Review

Zscaler Earnings Review

Table of Contents * a. Zscaler 101 * b. Demand * c. Profits & Margins * d. Guidance & Valuation * e. Call & Release * GenAI Opportunity – Securing AI Apps: * GenAI Opportunity – Its Own GenAI Products: * Data Security

  • Bradley Freeman
12 min read
News of the Week (November 25 - 29, 2024)

News of the Week (November 25 - 29, 2024)

I hope you’re all having a great holiday and weekend. In case you missed it, I posted a CrowdStrike earnings review earlier in the week. Table of Contents * 1. Nu (NU) – Brazil

  • Bradley Freeman
11 min read
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  • Bradley Freeman
2 min read
← Newer Posts Page 58 of 132 Older Posts →

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