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News of the Week (January 20 - 24, 2025)

News of the Week (January 20 - 24, 2025)

Table of Contents * 1. Earnings Round-Up – American Express (AXP) & In … * a. American Express (AXP) – Earnings Summary: * b. Intuitive Surgical (ISRG) – Earnings Summary * 2. Nu (NU) – Mexico & Going Global * a. Mexico

  • Bradley Freeman
23 min read
SoFi Earnings Thoughts

SoFi Earnings Thoughts

  • Bradley Freeman
2 min read
Netflix Earnings Review

Netflix Earnings Review

Table of Contents * a. Key Points * b. Demand * c. Profits & Margins * d. Balance Sheet * e. Guidance & Valuation * f. Call & Release * g. Take a. Key Points * Fantastic subscriber growth was driven

  • Bradley Freeman
11 min read
Taiwan Semi Q4 2024 Earnings Review

Taiwan Semi Q4 2024 Earnings Review

  • Bradley Freeman
11 min read
News of the Week (Jan 13 - 17, 2025)

News of the Week (Jan 13 - 17, 2025)

Table of Contents * 1. The Trade Desk (TTD) — M&A * 2. SoFi (SOFI) — Asset Light Lending Growth * 3. Duolingo (DUOL) — Updates * 4. Earnings Season Kick-Off — Big Banks * a. Bank of America

  • Bradley Freeman
30 min read
← Newer Posts Page 74 of 157 Older Posts →

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