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Portfolio & Performance Updates

Portfolio & Performance Updates

  • Bradley Freeman
4 min read
Portfolio, Performance & Macro Updates

Portfolio, Performance & Macro Updates

  • Bradley Freeman
5 min read
Portfolio & Performance Updates

Portfolio & Performance Updates

  • Bradley Freeman
4 min read
Lululemon (LULU) Q4 2024 Earnings Review

Lululemon (LULU) Q4 2024 Earnings Review

In case you missed it: * Nvidia & Cava Earnings Reviews * Lemonade Earnings Review * Coupang Earnings Review * SoFi Earnings Review * Netflix Earnings Review * Nu Earnings Review * Celsius Earnings Review * Mercado Libre Earnings Review * Amazon,

  • Bradley Freeman
10 min read
News of the Week (March 24 - 28, 2025)

News of the Week (March 24 - 28, 2025)

In case you missed it from this past week: * Detailed Lululemon Earnings Review. * My updated portfolio & performance (sold a position this week). 1. Updated Operating Income (EBIT) Comp Sheets a. Mature Growth

  • Bradley Freeman
16 min read
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