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News of the Week (November 4 - 8, 2024)

News of the Week (November 4 - 8, 2024)

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

  • Bradley Freeman
23 min read
Airbnb, Datadog & The Trade Desk Earnings + Cloudflare & DraftKings Snapshots

Airbnb, Datadog & The Trade Desk Earnings + Cloudflare & DraftKings Snapshots

Table of Contents * 1. Datadog (DDOG) — Earnings Review * Datadog 101: * a. Demand * b. Profits & Margins * c. Balance Sheet * d. Q4 Guidance & Valuation * e. Call & Release * f. Take * 2. Earnings Round-Up

  • Bradley Freeman
24 min read
Duolingo, Celsius & Mercado Libre Earnings

Duolingo, Celsius & Mercado Libre Earnings

Table of Contents * 1. Duolingo (DUOL) – Earnings Review * a. Demand * b. Profits & Margins * c. Balance Sheet * d. 4th Quarter Guidance & Valuation * e. Call & Letter * f. Take * 2. Celsius (CELH) – Earnings

  • Bradley Freeman
21 min read
Portfolio Update
Nerd Max Access

Portfolio Update

New Holding & Portfolio Update

  • Bradley Freeman
2 min read
Palantir & Hims Earnings Reviews

Palantir & Hims Earnings Reviews

Digging into these two earnings reports.

  • Bradley Freeman
16 min read
← Newer Posts Page 67 of 143 Older Posts →

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