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Chipotle Q1 2025 Earnings Review

Chipotle Q1 2025 Earnings Review

a.  Key Points * Challenging quarter amid challenging times. * Market share trends are good. * International expansion is going well. * Working through margin and revenue headwinds. b. Demand * Revenue missed estimates by 3%. * - sales growth

  • Bradley Freeman
8 min read
ServiceNow Q1 2025 Earnings Review

ServiceNow Q1 2025 Earnings Review

Housekeeping: Hi friends! I had a bit of a personal health issue today that required an impromptu visit to two eye doctors. I’m fine, but my pupils were dilated a few different

  • Bradley Freeman
11 min read
Tesla (TSLA) Q1 2025 Earnings Review

Tesla (TSLA) Q1 2025 Earnings Review

In case you missed it: * Earnings Season Preview. * Netflix & Taiwan Semi Earnings Review. * Updated Portfolio & Performance vs. the S&P 500 with a New Holding. Table of Contents * a. Key

  • Bradley Freeman
11 min read
Portfolio & Performance Update (New Holding)

Portfolio & Performance Update (New Holding)

  • Bradley Freeman
7 min read
News of the Week (April 14-18, 2025)

News of the Week (April 14-18, 2025)

In case you missed it, I published my portfolio earnings season preview this week. That piece also included my updated holdings, performance and some more detail on this week’s digital advertising news.

  • Bradley Freeman
13 min read
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