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Portfolio Update
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Portfolio Update

  • Bradley Freeman
3 min read
Oracle & MongoDB Earnings Reviews + Adobe, Alphabet, Uber, SoFi & Duolingo News

Oracle & MongoDB Earnings Reviews + Adobe, Alphabet, Uber, SoFi & Duolingo News

Table of Contents * 1. Adobe (ADBE) — Brief Earnings Snapshot (Review … * a. Results * b. Guidance & Valuation * c. Balance Sheet * 2. Oracle (ORCL) – Detailed Earnings Review * a. Oracle 101 * b. Demand * c. Profits * d.

  • Bradley Freeman
29 min read
News of the Week (December 2 - 6, 2024)

News of the Week (December 2 - 6, 2024)

A large portion of the content from this week was already sent. In case you missed it: * Lululemon Earnings Review. * Salesforce & SentinelOne Earnings Reviews + SoFi & PayPal CFO Interviews. * Zscaler Earnings Review.

  • Bradley Freeman
21 min read
Portfolio Updates
Nerd Max Access

Portfolio Updates

  • Bradley Freeman
3 min read
Lululemon Earnings Review

Lululemon Earnings Review

“Third quarter results, which exceeded our expectations, demonstrate the ability of our teams to be agile in a dynamic operating environment. CFO Meghan Frank a. Demand Lululemon beat revenue estimates by 1.7%

  • Bradley Freeman
8 min read
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