More content from this week: * Nu & Disney Earnings Reviews. * Shopify Earnings Review, & some Block Coverage Catch-up. * Portfolio Update More earnings reviews from the last three weeks: * Meta & Microsoft Earnings Reviews

Table of Contents * 1. Disney (DIS) – Earnings Review * a. Demand * b. Profits & Margins * c. Balance Sheet * d. Guidance & Valuation * e. Call & Release * f. Take * 2. Nu (NU) – Earnings Review * a.

Table of Contents * 1. Block Shareholder Letter * 2. Earnings Round-Up – On Running (ONON), Cava, Se … * a. On Running (ONON) * b. Cava (CAVA) * c. Sea Limited (SE) * d. Spotify (SPOT) * 3. Shopify (SHOP) — Earnings

Most of this week’s content has already been sent. In case you missed it: * Airbnb, Datadog & The Trade Desk Earnings Reviews. * Duolingo, Mercado Libre & Celsius Earnings Reviews. * Palantir & Hims