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
Taiwan Semi Q4 2024 Earnings Review Taiwan Semi (TSM) — Earnings Review Taiwan Semi builds chipsets for other companies like Nvidia, AMD and Qualcomm. It does so in its highly expensive, highly complex chip fabrication plants. These are called “fabs”
News of the Week (Jan 13 - 17, 2025) Table of Contents * 1. The Trade Desk (TTD) — M&A * 2. SoFi (SOFI) — Asset Light Lending Growth * 3. Duolingo (DUOL) — Updates * 4. Earnings Season Kick-Off — Big Banks * a. Bank of America (BAC)
News of the Week (January 4 - 8, 2025) In case you missed it, the majority of this week’s content was already sent: 1. Mid-week news – Uber Confidence & Partnerships; Meta Content Moderation; Disney’s Fubo deal; DraftKings Developments; Lemonade California
Portfolio Updates I did some adding today. Mr. Market is reacting to a red-hot jobs report, which adds doubt over the pace of rate cuts. I don’t know about you, but I’ll take
