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Portfolio & Performance Update

Portfolio & Performance Update

  • Bradley Freeman
2 min read
Airbnb & DraftKings Earnings Reviews + Palo Alto Snapshot

Airbnb & DraftKings Earnings Reviews + Palo Alto Snapshot

Digesting two earnings reports with a snapshot of a third.

  • Bradley Freeman
14 min read
Datadog Q4 2024 Earnings Review

Datadog Q4 2024 Earnings Review

Table of Contents * 1. Datadog (DDOG) – Earnings Review * a. Datadog 101 * b. Key Points * c. Demand * d. Profits & Margins * e. Balance Sheet * f. Annual Guidance & Valuation * g. Call & Release * h.

  • Bradley Freeman
11 min read
Portfolio Update

Portfolio Update

  • Bradley Freeman
1 min read
The Trade Desk Earnings Review + a Robinhood Snapshot

The Trade Desk Earnings Review + a Robinhood Snapshot

Digesting the underwhelming results of this special compounder.

  • Bradley Freeman
13 min read
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