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Portfolio Update

Portfolio Update

  • Bradley Freeman
3 min read
Microsoft & Apple Earnings Reviews

Microsoft & Apple Earnings Reviews

Digesting the results of these two titans.

  • Bradley Freeman
20 min read
Meta, Tesla & Starbucks Earnings Reviews + DeepSeek News & Implications

Meta, Tesla & Starbucks Earnings Reviews + DeepSeek News & Implications

Dissecting 3 earnings reports and some GenAI disruption

  • Bradley Freeman
36 min read
Portfolio Earnings Season Preview

Portfolio Earnings Season Preview

  • Bradley Freeman
12 min read
SoFi Q4 2024 Earnings Review

SoFi Q4 2024 Earnings Review

Table of Contents * a. Key Points * b. Demand * c. Profits & Margins * d. Credit Health & Balance Sheet * Vintage Analysis: * Deposits: * More than Fair Value Markings: * More Student Loan Metrics: * Liquidity & Net

  • Bradley Freeman
17 min read
← Newer Posts Page 73 of 157 Older Posts →

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